Portfolio Management Services (PMS)Compare Schemes
Renaissance - Indianext Portfolio vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Renaissance - Indianext Portfolio
Right Horizons - Flexi Cap
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%
4.94%
6 Months
5.24%
11.49%
1 Year
2.85%
3.89%
3 Years
13.52%
8.19%
5 Years
17.79%
11.02%
Since Inception
13.89%
10.97%
Fund Age
8 yrs 4 mo
13 yrs 8 mo
AUM
₹921.15 Cr
₹360.51 Cr
Alpha – 1 Year
−1.87%
0.91%
Alpha – 3 Years
1.43%
−3.69%
Information Ratio – 3 Years
0.23
-0.18
Volatility – 1 Year
18.02%
23.04%
Volatility – 3 Years
16.70%
19.34%
Beta – 1 Year
0.99
1.26
Beta – 3 Years
0.99
1.17
Sharpe Ratio – 1 Year
-0.03
0.04
Sharpe Ratio – 3 Years
0.54
0.30
Worst Rolling Year
-0.29%
-8.10%
Value at Worst Rolling Year
₹1.00 Cr
₹0.92 Cr
Deepest Drawdown
−22.85%
−30.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.64%
95.59%
Median Rolling Year
23.46%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 28% · S 35%
L 38% · M 28% · S 33%
Number of Stocks
35
29
Portfolio P/E
24.73
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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%