Portfolio Management Services (PMS)Compare Schemes
Renaissance - Indianext Portfolio vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Renaissance - Indianext Portfolio
Right Horizons - Super Value Fund
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%
3.00%
6 Months
5.24%
20.83%
1 Year
2.85%
12.18%
3 Years
13.52%
13.97%
5 Years
17.79%
17.12%
Since Inception
13.89%
15.75%
Fund Age
8 yrs 4 mo
13 yrs 8 mo
AUM
₹921.15 Cr
₹205.48 Cr
Alpha – 1 Year
−1.87%
9.20%
Alpha – 3 Years
1.43%
2.09%
Information Ratio – 3 Years
0.23
0.40
Volatility – 1 Year
18.02%
27.53%
Volatility – 3 Years
16.70%
22.15%
Beta – 1 Year
0.99
1.45
Beta – 3 Years
0.99
1.20
Sharpe Ratio – 1 Year
-0.03
0.35
Sharpe Ratio – 3 Years
0.54
0.55
Worst Rolling Year
-0.29%
-9.57%
Value at Worst Rolling Year
₹1.00 Cr
₹0.90 Cr
Deepest Drawdown
−22.85%
−29.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.64%
93.51%
Median Rolling Year
23.46%
17.67%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 34% · M 28% · S 35%
L 17% · M 21% · S 60%
Number of Stocks
35
30
Portfolio P/E
24.73
46.79
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%
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
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%