Portfolio Management Services (PMS)Compare Schemes
Renaissance - Indianext Portfolio vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Renaissance - Indianext Portfolio
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.69%
3.93%
6 Months
5.24%
25.32%
1 Year
2.85%
18.21%
3 Years
13.52%
32.70%
5 Years
17.79%
23.63%
Since Inception
13.89%
28.38%
Fund Age
8 yrs 4 mo
7 yrs 10 mo
AUM
₹921.15 Cr
₹8,686.39 Cr
Alpha – 1 Year
−1.87%
13.49%
Alpha – 3 Years
1.43%
20.61%
Information Ratio – 3 Years
0.23
1.92
Volatility – 1 Year
18.02%
22.97%
Volatility – 3 Years
16.70%
19.40%
Beta – 1 Year
0.99
1.12
Beta – 3 Years
0.99
0.98
Sharpe Ratio – 1 Year
-0.03
0.61
Sharpe Ratio – 3 Years
0.54
1.30
Worst Rolling Year
-0.29%
17.00%
Value at Worst Rolling Year
₹1.00 Cr
₹1.17 Cr
Deepest Drawdown
−22.85%
−22.23%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
99.64%
100.00%
Median Rolling Year
23.46%
30.47%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 28% · S 35%
L 37% · M 30% · S 25%
Number of Stocks
35
43
Portfolio P/E
24.73
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
2% / 0% / 0%