Portfolio Management Services (PMS)Compare Schemes
Renaissance - Indianext Portfolio vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Renaissance - Indianext Portfolio
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.69%
2.20%
6 Months
5.24%
6.00%
1 Year
2.85%
4.90%
3 Years
13.52%
18.50%
5 Years
17.79%
—
Since Inception
13.89%
16.60%
Fund Age
8 yrs 4 mo
3 yrs
AUM
₹921.15 Cr
₹209.72 Cr
Alpha – 1 Year
−1.87%
0.20%
Alpha – 3 Years
1.43%
6.40%
Information Ratio – 3 Years
0.23
1.16
Volatility – 1 Year
18.02%
19.79%
Volatility – 3 Years
16.70%
17.07%
Beta – 1 Year
0.99
1.06
Beta – 3 Years
0.99
1.05
Sharpe Ratio – 1 Year
-0.03
0.07
Sharpe Ratio – 3 Years
0.54
0.81
Worst Rolling Year
-0.29%
18.52%
Value at Worst Rolling Year
₹1.00 Cr
₹1.19 Cr
Deepest Drawdown
−22.85%
−19.68%
Recovery Period
Not yet recovered
230 days
1-Year Rolling Windows Positive
99.64%
100.00%
Median Rolling Year
23.46%
18.77%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 34% · M 28% · S 35%
L 67% · M 33%
Number of Stocks
35
24
Portfolio P/E
24.73
40.00
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 · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
0% / 0% / 0%