Portfolio Management Services (PMS)Compare Schemes
Renaissance - Indianext Portfolio vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Renaissance - Indianext Portfolio
Sundaram Alternate - VOYAGER
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%
4.52%
6 Months
5.24%
24.02%
1 Year
2.85%
36.06%
3 Years
13.52%
24.43%
5 Years
17.79%
16.10%
Since Inception
13.89%
15.98%
Fund Age
8 yrs 4 mo
14 yrs 10 mo
AUM
₹921.15 Cr
₹214.08 Cr
Alpha – 1 Year
−1.87%
31.34%
Alpha – 3 Years
1.43%
12.34%
Information Ratio – 3 Years
0.23
1.07
Volatility – 1 Year
18.02%
26.85%
Volatility – 3 Years
16.70%
19.70%
Beta – 1 Year
0.99
1.34
Beta – 3 Years
0.99
1.03
Sharpe Ratio – 1 Year
-0.03
1.08
Sharpe Ratio – 3 Years
0.54
0.96
Worst Rolling Year
-0.29%
-9.81%
Value at Worst Rolling Year
₹1.00 Cr
₹0.90 Cr
Deepest Drawdown
−22.85%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
99.64%
90.43%
Median Rolling Year
23.46%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 28% · S 35%
L 40% · M 33% · S 24%
Number of Stocks
35
31
Portfolio P/E
24.73
42.55
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 · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
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%