Portfolio Management Services (PMS)Compare Schemes
Renaissance - Indianext Portfolio vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Renaissance - Indianext Portfolio
SVAN Velocity
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%
3.40%
6 Months
5.24%
21.77%
1 Year
2.85%
16.05%
3 Years
13.52%
23.24%
5 Years
17.79%
—
Since Inception
13.89%
24.82%
Fund Age
8 yrs 4 mo
3 yrs 1 mo
AUM
₹921.15 Cr
₹415.03 Cr
Alpha – 1 Year
−1.87%
11.33%
Alpha – 3 Years
1.43%
11.15%
Information Ratio – 3 Years
0.23
0.72
Volatility – 1 Year
18.02%
25.50%
Volatility – 3 Years
16.70%
24.35%
Beta – 1 Year
0.99
1.34
Beta – 3 Years
0.99
1.27
Sharpe Ratio – 1 Year
-0.03
0.50
Sharpe Ratio – 3 Years
0.54
0.77
Worst Rolling Year
-0.29%
23.24%
Value at Worst Rolling Year
₹1.00 Cr
₹1.23 Cr
Deepest Drawdown
−22.85%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
99.64%
100.00%
Median Rolling Year
23.46%
24.73%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 34% · M 28% · S 35%
M 2% · S 95%
Number of Stocks
35
—
Portfolio P/E
24.73
—
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
3% / – / –