Portfolio Management Services (PMS)Compare Schemes
Renaissance - Indianext Portfolio vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Renaissance - Indianext Portfolio
Right Horizons - India Business Leaders
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%
3.11%
6 Months
5.24%
4.12%
1 Year
2.85%
−0.25%
3 Years
13.52%
10.95%
5 Years
17.79%
10.56%
Since Inception
13.89%
10.62%
Fund Age
8 yrs 4 mo
13 yrs 8 mo
AUM
₹921.15 Cr
₹41.22 Cr
Alpha – 1 Year
−1.87%
0.18%
Alpha – 3 Years
1.43%
2.39%
Information Ratio – 3 Years
0.23
0.52
Volatility – 1 Year
18.02%
20.61%
Volatility – 3 Years
16.70%
17.57%
Beta – 1 Year
0.99
1.24
Beta – 3 Years
0.99
1.19
Sharpe Ratio – 1 Year
-0.03
-0.18
Sharpe Ratio – 3 Years
0.54
0.46
Worst Rolling Year
-0.29%
-10.52%
Value at Worst Rolling Year
₹1.00 Cr
₹0.89 Cr
Deepest Drawdown
−22.85%
−22.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.64%
93.48%
Median Rolling Year
23.46%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 34% · M 28% · S 35%
L 70% · M 29%
Number of Stocks
35
25
Portfolio P/E
24.73
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%