Portfolio Management Services (PMS)Compare Schemes
Renaissance - Indianext Portfolio vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Renaissance - Indianext Portfolio
Right Horizons - All Seasons
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.69%
1.32%
6 Months
5.24%
3.83%
1 Year
2.85%
9.77%
3 Years
13.52%
13.19%
5 Years
17.79%
12.01%
Since Inception
13.89%
14.38%
Fund Age
8 yrs 4 mo
6 yrs 8 mo
AUM
₹921.15 Cr
₹42.66 Cr
Alpha – 1 Year
−1.87%
3.80%
Alpha – 3 Years
1.43%
2.30%
Information Ratio – 3 Years
0.23
0.23
Volatility – 1 Year
18.02%
15.84%
Volatility – 3 Years
16.70%
12.64%
Beta – 1 Year
0.99
1.56
Beta – 3 Years
0.99
1.48
Sharpe Ratio – 1 Year
-0.03
0.32
Sharpe Ratio – 3 Years
0.54
0.70
Worst Rolling Year
-0.29%
9.09%
Value at Worst Rolling Year
₹1.00 Cr
₹1.09 Cr
Deepest Drawdown
−22.85%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
99.64%
100.00%
Median Rolling Year
23.46%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 28% · S 35%
L 37% · M 21% · S 27%
Number of Stocks
35
16
Portfolio P/E
24.73
—
Top 5 Holdings
HDFC Bank Ltd · 7.09%
Federal Bank Ltd · 5.30%
City Union Bank Ltd · 4.71%
One 97 Communications Ltd · 4.56%
Mahindra & Mahindra Financial Services Ltd · 4.47%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
2% / 1% / 0%