Portfolio Management Services (PMS)Compare Schemes
Renaissance - Indianext Portfolio vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
Renaissance - Indianext Portfolio
Samvitti-PMS Aggressive Growth
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%
10.24%
6 Months
5.24%
31.65%
1 Year
2.85%
26.47%
3 Years
13.52%
18.72%
5 Years
17.79%
16.28%
Since Inception
13.89%
14.51%
Fund Age
8 yrs 4 mo
10 yrs 10 mo
AUM
₹921.15 Cr
₹423.36 Cr
Alpha – 1 Year
−1.87%
21.75%
Alpha – 3 Years
1.43%
6.63%
Information Ratio – 3 Years
0.23
0.36
Volatility – 1 Year
18.02%
28.25%
Volatility – 3 Years
16.70%
24.90%
Beta – 1 Year
0.99
1.32
Beta – 3 Years
0.99
1.13
Sharpe Ratio – 1 Year
-0.03
0.78
Sharpe Ratio – 3 Years
0.54
0.60
Worst Rolling Year
-0.29%
-5.98%
Value at Worst Rolling Year
₹1.00 Cr
₹0.94 Cr
Deepest Drawdown
−22.85%
−31.67%
Recovery Period
Not yet recovered
492 days
1-Year Rolling Windows Positive
99.64%
86.69%
Median Rolling Year
23.46%
14.66%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 28% · S 35%
L 12% · M 6% · S 82%
Number of Stocks
35
62
Portfolio P/E
24.73
61.63
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%
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
0% / 0% / 0%