Portfolio Management Services (PMS)Compare Schemes
Renaissance - Indianext Portfolio vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
Renaissance - Indianext Portfolio
TRADESWIFT BROKING-MULTI ASSET
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.69%
0.77%
6 Months
5.24%
11.30%
1 Year
2.85%
5.88%
3 Years
13.52%
—
5 Years
17.79%
—
Since Inception
13.89%
10.85%
Fund Age
8 yrs 4 mo
2 yrs 5 mo
AUM
₹921.15 Cr
₹45.96 Cr
Alpha – 1 Year
−1.87%
−0.98%
Alpha – 3 Years
1.43%
—
Information Ratio – 3 Years
0.23
—
Volatility – 1 Year
18.02%
21.88%
Volatility – 3 Years
16.70%
—
Beta – 1 Year
0.99
2.00
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
-0.03
0.12
Sharpe Ratio – 3 Years
0.54
—
Worst Rolling Year
-0.29%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−22.85%
−19.87%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.64%
—
Median Rolling Year
23.46%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 34% · M 28% · S 35%
L 12% · M 4% · S 66%
Number of Stocks
35
39
Portfolio P/E
24.73
23.43
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%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
2% / 1.5% / 1%