Portfolio Management Services (PMS)Compare Schemes
Renaissance - Indianext Portfolio vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Renaissance - Indianext Portfolio
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Renaissance - Indianext Portfolio
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
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%
12.27%
6 Months
5.24%
−1.13%
1 Year
2.85%
6.59%
3 Years
13.52%
20.44%
5 Years
17.79%
16.17%
Since Inception
13.89%
13.07%
Fund Age
8 yrs 4 mo
15 yrs 3 mo
AUM
₹921.15 Cr
—
Alpha – 1 Year
−1.87%
6.87%
Alpha – 3 Years
1.43%
9.23%
Information Ratio – 3 Years
0.23
1.61
Volatility – 1 Year
18.02%
20.58%
Volatility – 3 Years
16.70%
16.59%
Beta – 1 Year
0.99
1.21
Beta – 3 Years
0.99
1.13
Sharpe Ratio – 1 Year
-0.03
0.15
Sharpe Ratio – 3 Years
0.54
0.90
Worst Rolling Year
-0.29%
13.98%
Value at Worst Rolling Year
₹1.00 Cr
₹1.14 Cr
Deepest Drawdown
−22.85%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
99.64%
100.00%
Median Rolling Year
23.46%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 28% · S 35%
L 73% · M 20% · S 7%
Number of Stocks
35
23
Portfolio P/E
24.73
35.58
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%
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
1.5% / 1% / 0.5%