Portfolio Management Services (PMS)Compare Schemes
Renaissance - Indianext Portfolio vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Renaissance - Indianext Portfolio
Right Horizons - Alphabots Midcap 29
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.69%
3.12%
6 Months
5.24%
8.08%
1 Year
2.85%
10.16%
3 Years
13.52%
15.60%
5 Years
17.79%
—
Since Inception
13.89%
19.84%
Fund Age
8 yrs 4 mo
6 yrs 11 mo
AUM
₹921.15 Cr
₹3.18 Cr
Alpha – 1 Year
−1.87%
7.18%
Alpha – 3 Years
1.43%
3.72%
Information Ratio – 3 Years
0.23
0.60
Volatility – 1 Year
18.02%
19.93%
Volatility – 3 Years
16.70%
18.09%
Beta – 1 Year
0.99
1.12
Beta – 3 Years
0.99
1.14
Sharpe Ratio – 1 Year
-0.03
0.31
Sharpe Ratio – 3 Years
0.54
0.60
Worst Rolling Year
-0.29%
14.68%
Value at Worst Rolling Year
₹1.00 Cr
₹1.15 Cr
Deepest Drawdown
−22.85%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
99.64%
100.00%
Median Rolling Year
23.46%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 34% · M 28% · S 35%
L 31% · M 55% · S 12%
Number of Stocks
35
29
Portfolio P/E
24.73
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / –