Portfolio Management Services (PMS)Compare Schemes
Renaissance - Indianext Portfolio vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Renaissance - Indianext Portfolio
Sundaram Alternate - SISOP
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%
5.72%
6 Months
5.24%
23.48%
1 Year
2.85%
38.68%
3 Years
13.52%
26.01%
5 Years
17.79%
16.58%
Since Inception
13.89%
18.98%
Fund Age
8 yrs 4 mo
16 yrs 6 mo
AUM
₹921.15 Cr
₹1,885.18 Cr
Alpha – 1 Year
−1.87%
33.96%
Alpha – 3 Years
1.43%
13.92%
Information Ratio – 3 Years
0.23
1.27
Volatility – 1 Year
18.02%
28.06%
Volatility – 3 Years
16.70%
20.41%
Beta – 1 Year
0.99
1.39
Beta – 3 Years
0.99
1.06
Sharpe Ratio – 1 Year
-0.03
1.12
Sharpe Ratio – 3 Years
0.54
1.06
Worst Rolling Year
-0.29%
-4.06%
Value at Worst Rolling Year
₹1.00 Cr
₹0.96 Cr
Deepest Drawdown
−22.85%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
99.64%
98.28%
Median Rolling Year
23.46%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 34% · M 28% · S 35%
L 40% · M 32% · S 24%
Number of Stocks
35
28
Portfolio P/E
24.73
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%