Portfolio Management Services (PMS)Compare Schemes
Renaissance - Indianext Portfolio vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Renaissance - Indianext Portfolio
Tamohara - TRUFFLE
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.69%
8.72%
6 Months
5.24%
28.59%
1 Year
2.85%
28.02%
3 Years
13.52%
18.67%
5 Years
17.79%
17.18%
Since Inception
13.89%
20.03%
Fund Age
8 yrs 4 mo
5 yrs 4 mo
AUM
₹921.15 Cr
₹221.27 Cr
Alpha – 1 Year
−1.87%
28.37%
Alpha – 3 Years
1.43%
9.68%
Information Ratio – 3 Years
0.23
0.87
Volatility – 1 Year
18.02%
22.32%
Volatility – 3 Years
16.70%
17.88%
Beta – 1 Year
0.99
1.03
Beta – 3 Years
0.99
0.95
Sharpe Ratio – 1 Year
-0.03
0.99
Sharpe Ratio – 3 Years
0.54
0.81
Worst Rolling Year
-0.29%
13.69%
Value at Worst Rolling Year
₹1.00 Cr
₹1.14 Cr
Deepest Drawdown
−22.85%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
99.64%
100.00%
Median Rolling Year
23.46%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 28% · S 35%
L 19% · M 4% · S 74%
Number of Stocks
35
29
Portfolio P/E
24.73
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
1% / – / –