Portfolio Management Services (PMS)Compare Schemes
Renaissance - Indianext Portfolio vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Renaissance - Indianext Portfolio
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.69%
7.48%
6 Months
5.24%
9.42%
1 Year
2.85%
28.25%
3 Years
13.52%
18.47%
5 Years
17.79%
21.31%
Since Inception
13.89%
21.69%
Fund Age
8 yrs 4 mo
5 yrs
AUM
₹921.15 Cr
₹79.02 Cr
Alpha – 1 Year
−1.87%
23.53%
Alpha – 3 Years
1.43%
6.38%
Information Ratio – 3 Years
0.23
0.27
Volatility – 1 Year
18.02%
18.12%
Volatility – 3 Years
16.70%
27.25%
Beta – 1 Year
0.99
0.87
Beta – 3 Years
0.99
0.86
Sharpe Ratio – 1 Year
-0.03
1.18
Sharpe Ratio – 3 Years
0.54
0.56
Worst Rolling Year
-0.29%
15.67%
Value at Worst Rolling Year
₹1.00 Cr
₹1.16 Cr
Deepest Drawdown
−22.85%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
99.64%
100.00%
Median Rolling Year
23.46%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 28% · S 35%
L 10% · M 9% · S 69%
Number of Stocks
35
34
Portfolio P/E
24.73
57.02
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 · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
0% / 0% / 0%