Portfolio Management Services (PMS)Compare Schemes
Renaissance - Indianext Portfolio vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Renaissance - Indianext Portfolio
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.69%
1.47%
6 Months
5.24%
5.42%
1 Year
2.85%
9.64%
3 Years
13.52%
10.36%
5 Years
17.79%
7.75%
Since Inception
13.89%
11.08%
Fund Age
8 yrs 4 mo
9 yrs 11 mo
AUM
₹921.15 Cr
₹66.05 Cr
Alpha – 1 Year
−1.87%
9.99%
Alpha – 3 Years
1.43%
1.36%
Information Ratio – 3 Years
0.23
0.51
Volatility – 1 Year
18.02%
17.05%
Volatility – 3 Years
16.70%
14.23%
Beta – 1 Year
0.99
1.05
Beta – 3 Years
0.99
1.00
Sharpe Ratio – 1 Year
-0.03
0.31
Sharpe Ratio – 3 Years
0.54
0.40
Worst Rolling Year
-0.29%
0.57%
Value at Worst Rolling Year
₹1.00 Cr
₹1.01 Cr
Deepest Drawdown
−22.85%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
99.64%
99.96%
Median Rolling Year
23.46%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 28% · S 35%
L 84% · M 12%
Number of Stocks
35
23
Portfolio P/E
24.73
—
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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
—