Portfolio Management Services (PMS)Compare Schemes
Renaissance - Indianext Portfolio vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Renaissance - Indianext Portfolio
Right Horizons - Alliance
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%
1.80%
6 Months
5.24%
2.80%
1 Year
2.85%
4.89%
3 Years
13.52%
12.23%
5 Years
17.79%
10.64%
Since Inception
13.89%
8.93%
Fund Age
8 yrs 4 mo
12 yrs
AUM
₹921.15 Cr
₹134.76 Cr
Alpha – 1 Year
−1.87%
−1.08%
Alpha – 3 Years
1.43%
1.34%
Information Ratio – 3 Years
0.23
0.07
Volatility – 1 Year
18.02%
10.79%
Volatility – 3 Years
16.70%
9.62%
Beta – 1 Year
0.99
1.04
Beta – 3 Years
0.99
1.10
Sharpe Ratio – 1 Year
-0.03
-0.01
Sharpe Ratio – 3 Years
0.54
0.69
Worst Rolling Year
-0.29%
0.05%
Value at Worst Rolling Year
₹1.00 Cr
₹1.00 Cr
Deepest Drawdown
−22.85%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
99.64%
99.79%
Median Rolling Year
23.46%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 28% · S 35%
L 50% · M 11% · S 8%
Number of Stocks
35
33
Portfolio P/E
24.73
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
1% / – / –