Portfolio Management Services (PMS)Compare Schemes
Renaissance - Indianext Portfolio vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Renaissance - Indianext Portfolio
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.69%
7.67%
6 Months
5.24%
27.70%
1 Year
2.85%
47.52%
3 Years
13.52%
23.98%
5 Years
17.79%
15.87%
Since Inception
13.89%
18.55%
Fund Age
8 yrs 4 mo
16 yrs 2 mo
AUM
₹921.15 Cr
₹1,022.92 Cr
Alpha – 1 Year
−1.87%
42.80%
Alpha – 3 Years
1.43%
11.89%
Information Ratio – 3 Years
0.23
1.12
Volatility – 1 Year
18.02%
28.29%
Volatility – 3 Years
16.70%
20.76%
Beta – 1 Year
0.99
1.36
Beta – 3 Years
0.99
1.07
Sharpe Ratio – 1 Year
-0.03
1.33
Sharpe Ratio – 3 Years
0.54
0.99
Worst Rolling Year
-0.29%
-4.58%
Value at Worst Rolling Year
₹1.00 Cr
₹0.95 Cr
Deepest Drawdown
−22.85%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
99.64%
97.86%
Median Rolling Year
23.46%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 28% · S 35%
L 22% · M 32% · S 42%
Number of Stocks
35
26
Portfolio P/E
24.73
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%