Portfolio Management Services (PMS)Compare Schemes
Renaissance - Indianext Portfolio vs Samvitti-PMS Long Term Growth
Add SchemeGrowth of ₹1 Crore
Renaissance - Indianext Portfolio
Samvitti-PMS Long Term 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%
7.49%
6 Months
5.24%
27.88%
1 Year
2.85%
29.03%
3 Years
13.52%
18.18%
5 Years
17.79%
15.45%
Since Inception
13.89%
16.74%
Fund Age
8 yrs 4 mo
10 yrs 9 mo
AUM
₹921.15 Cr
₹245.99 Cr
Alpha – 1 Year
−1.87%
24.31%
Alpha – 3 Years
1.43%
6.09%
Information Ratio – 3 Years
0.23
0.49
Volatility – 1 Year
18.02%
21.97%
Volatility – 3 Years
16.70%
17.89%
Beta – 1 Year
0.99
1.05
Beta – 3 Years
0.99
0.93
Sharpe Ratio – 1 Year
-0.03
1.03
Sharpe Ratio – 3 Years
0.54
0.70
Worst Rolling Year
-0.29%
1.53%
Value at Worst Rolling Year
₹1.00 Cr
₹1.02 Cr
Deepest Drawdown
−22.85%
−20.27%
Recovery Period
Not yet recovered
205 days
1-Year Rolling Windows Positive
99.64%
100.00%
Median Rolling Year
23.46%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 28% · S 35%
L 36% · M 27% · S 36%
Number of Stocks
35
44
Portfolio P/E
24.73
69.76
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 · 5.53%
Hitachi Energy India Ltd · 5.39%
Laurus Labs Ltd · 5.19%
Ather Energy Ltd · 4.39%
Solar Industries India Ltd · 3.94%
Top Sectors
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Capital Goods · 26.41%
Automobile and Auto Components · 16.60%
Healthcare · 16.09%
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%