Portfolio Management Services (PMS)Compare Schemes
Renaissance - Indianext Portfolio vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Renaissance - Indianext Portfolio
Sanctum Wealth - Indian Titans
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%
1.73%
6 Months
5.24%
7.38%
1 Year
2.85%
6.08%
3 Years
13.52%
8.22%
5 Years
17.79%
7.99%
Since Inception
13.89%
12.63%
Fund Age
8 yrs 4 mo
9 yrs 9 mo
AUM
₹921.15 Cr
₹145.75 Cr
Alpha – 1 Year
−1.87%
1.36%
Alpha – 3 Years
1.43%
−3.87%
Information Ratio – 3 Years
0.23
-0.60
Volatility – 1 Year
18.02%
20.08%
Volatility – 3 Years
16.70%
16.27%
Beta – 1 Year
0.99
1.12
Beta – 3 Years
0.99
1.00
Sharpe Ratio – 1 Year
-0.03
0.13
Sharpe Ratio – 3 Years
0.54
0.24
Worst Rolling Year
-0.29%
-1.76%
Value at Worst Rolling Year
₹1.00 Cr
₹0.98 Cr
Deepest Drawdown
−22.85%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.64%
98.75%
Median Rolling Year
23.46%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 28% · S 35%
L 62% · M 20% · S 7%
Number of Stocks
35
25
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 · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
—
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%