Portfolio Management Services (PMS)Compare Schemes
Renaissance - Indianext Portfolio vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
Renaissance - Indianext Portfolio
SBI MF - ESG Portfolio
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%
2.26%
6 Months
5.24%
18.40%
1 Year
2.85%
9.21%
3 Years
13.52%
13.13%
5 Years
17.79%
13.39%
Since Inception
13.89%
14.83%
Fund Age
8 yrs 4 mo
10 yrs
AUM
₹921.15 Cr
₹666.2 Cr
Alpha – 1 Year
−1.87%
9.64%
Alpha – 3 Years
1.43%
4.56%
Information Ratio – 3 Years
0.23
0.38
Volatility – 1 Year
18.02%
18.95%
Volatility – 3 Years
16.70%
16.01%
Beta – 1 Year
0.99
0.98
Beta – 3 Years
0.99
0.90
Sharpe Ratio – 1 Year
-0.03
0.27
Sharpe Ratio – 3 Years
0.54
0.52
Worst Rolling Year
-0.29%
-3.31%
Value at Worst Rolling Year
₹1.00 Cr
₹0.97 Cr
Deepest Drawdown
−22.85%
−20.80%
Recovery Period
Not yet recovered
109 days
1-Year Rolling Windows Positive
99.64%
96.71%
Median Rolling Year
23.46%
17.72%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 28% · S 35%
L 13% · M 17% · S 66%
Number of Stocks
35
—
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%
Kernex Microsystems (India) Ltd · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
Top Sectors
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
1% / 0% / 0%