Portfolio Management Services (PMS)Compare Schemes
Renaissance - Indianext Portfolio vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Renaissance - Indianext Portfolio
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
5.24%
10.94%
1 Year
2.85%
1.03%
3 Years
13.52%
11.45%
5 Years
17.79%
15.19%
Since Inception
13.89%
27.03%
Fund Age
8 yrs 4 mo
5 yrs 11 mo
AUM
₹921.15 Cr
₹298.71 Cr
Alpha – 1 Year
−1.87%
−3.69%
Alpha – 3 Years
1.43%
−0.64%
Information Ratio – 3 Years
0.23
-0.04
Volatility – 1 Year
18.02%
27.68%
Volatility – 3 Years
16.70%
23.40%
Beta – 1 Year
0.99
1.45
Beta – 3 Years
0.99
1.22
Sharpe Ratio – 1 Year
-0.03
-0.03
Sharpe Ratio – 3 Years
0.54
0.35
Worst Rolling Year
-0.29%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−22.85%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
99.64%
—
Median Rolling Year
23.46%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 34% · M 28% · S 35%
L 2% · M 2% · S 86%
Number of Stocks
35
36
Portfolio P/E
24.73
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
1% / 0% / 0%