Portfolio Management Services (PMS)Compare Schemes
Renaissance - Indianext Portfolio vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Renaissance - Indianext Portfolio
Silver Arch - India Equity Portfolio
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%
6.91%
6 Months
5.24%
15.63%
1 Year
2.85%
20.01%
3 Years
13.52%
17.10%
5 Years
17.79%
15.64%
Since Inception
13.89%
13.05%
Fund Age
8 yrs 4 mo
8 yrs 11 mo
AUM
₹921.15 Cr
₹46.46 Cr
Alpha – 1 Year
−1.87%
15.29%
Alpha – 3 Years
1.43%
5.01%
Information Ratio – 3 Years
0.23
0.88
Volatility – 1 Year
18.02%
20.61%
Volatility – 3 Years
16.70%
19.98%
Beta – 1 Year
0.99
0.94
Beta – 3 Years
0.99
1.02
Sharpe Ratio – 1 Year
-0.03
0.73
Sharpe Ratio – 3 Years
0.54
0.85
Worst Rolling Year
-0.29%
-3.76%
Value at Worst Rolling Year
₹1.00 Cr
₹0.96 Cr
Deepest Drawdown
−22.85%
−27.72%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
99.64%
93.14%
Median Rolling Year
23.46%
19.74%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 28% · S 35%
L 27% · M 34% · S 33%
Number of Stocks
35
25
Portfolio P/E
24.73
41.42
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%
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
0% / 0% / 0%