Portfolio Management Services (PMS)Compare Schemes
Renaissance - Indianext Portfolio vs SRE - Shield
Add SchemeGrowth of ₹1 Crore
Renaissance - Indianext Portfolio
SRE - Shield
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%
−0.37%
6 Months
5.24%
3.64%
1 Year
2.85%
6.24%
3 Years
13.52%
9.36%
5 Years
17.79%
8.05%
Since Inception
13.89%
9.66%
Fund Age
8 yrs 4 mo
8 yrs 3 mo
AUM
₹921.15 Cr
₹32.8 Cr
Alpha – 1 Year
−1.87%
6.59%
Alpha – 3 Years
1.43%
0.36%
Information Ratio – 3 Years
0.23
0.14
Volatility – 1 Year
18.02%
18.27%
Volatility – 3 Years
16.70%
15.46%
Beta – 1 Year
0.99
1.08
Beta – 3 Years
0.99
1.07
Sharpe Ratio – 1 Year
-0.03
0.15
Sharpe Ratio – 3 Years
0.54
0.34
Worst Rolling Year
-0.29%
6.25%
Value at Worst Rolling Year
₹1.00 Cr
₹1.06 Cr
Deepest Drawdown
−22.85%
−22.11%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.64%
100.00%
Median Rolling Year
23.46%
12.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 28% · S 35%
L 58% · M 28% · S 8%
Number of Stocks
35
33
Portfolio P/E
24.73
33.81
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%
Bajaj Auto Ltd · 5.15%
Adani Ports & Special Economic Zone Ltd · 4.55%
Nippon India ETF Nifty PSU Bank BeES · 4.37%
Bosch Ltd · 4.35%
FSN E-Commerce Ventures Ltd · 4.11%
Top Sectors
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Financial Services · 22.40%
Automobile and Auto Components · 22.25%
Healthcare · 9.09%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
1% / 0% / 0%