Portfolio Management Services (PMS)Compare Schemes
Renaissance - Indianext Portfolio vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Renaissance - Indianext Portfolio
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.69%
4.41%
6 Months
5.24%
0.07%
1 Year
2.85%
4.08%
3 Years
13.52%
6.47%
5 Years
17.79%
—
Since Inception
13.89%
11.08%
Fund Age
8 yrs 4 mo
6 yrs 6 mo
AUM
₹921.15 Cr
₹1.91 Cr
Alpha – 1 Year
−1.87%
4.51%
Alpha – 3 Years
1.43%
−2.09%
Information Ratio – 3 Years
0.23
-0.44
Volatility – 1 Year
18.02%
16.64%
Volatility – 3 Years
16.70%
14.35%
Beta – 1 Year
0.99
0.98
Beta – 3 Years
0.99
1.00
Sharpe Ratio – 1 Year
-0.03
-0.01
Sharpe Ratio – 3 Years
0.54
0.13
Worst Rolling Year
-0.29%
5.64%
Value at Worst Rolling Year
₹1.00 Cr
₹1.06 Cr
Deepest Drawdown
−22.85%
−18.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.64%
100.00%
Median Rolling Year
23.46%
7.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 34% · M 28% · S 35%
L 90% · M 7%
Number of Stocks
35
50
Portfolio P/E
24.73
26.76
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%
Cash & Cash Equivalent · 3.22%
Hero MotoCorp Ltd · 2.92%
Hindalco Industries Ltd · 2.91%
Tata Steel Ltd · 2.82%
Eicher Motors Ltd · 2.74%
Top Sectors
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
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% / –