Portfolio Management Services (PMS)Compare Schemes
Renaissance - Indianext Portfolio vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
Renaissance - Indianext Portfolio
Unifi Blended - Rangoli
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%
3.17%
6 Months
5.24%
10.91%
1 Year
2.85%
10.45%
3 Years
13.52%
10.60%
5 Years
17.79%
10.74%
Since Inception
13.89%
18.07%
Fund Age
8 yrs 4 mo
9 yrs 2 mo
AUM
₹921.15 Cr
₹11,464.61 Cr
Alpha – 1 Year
−1.87%
5.73%
Alpha – 3 Years
1.43%
−1.49%
Information Ratio – 3 Years
0.23
-0.11
Volatility – 1 Year
18.02%
18.78%
Volatility – 3 Years
16.70%
16.83%
Beta – 1 Year
0.99
1.04
Beta – 3 Years
0.99
1.02
Sharpe Ratio – 1 Year
-0.03
0.34
Sharpe Ratio – 3 Years
0.54
0.37
Worst Rolling Year
-0.29%
4.89%
Value at Worst Rolling Year
₹1.00 Cr
₹1.05 Cr
Deepest Drawdown
−22.85%
−19.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
99.64%
100.00%
Median Rolling Year
23.46%
19.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 28% · S 35%
L 24% · M 11% · S 66%
Number of Stocks
35
—
Portfolio P/E
24.73
21.80
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%
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
Top Sectors
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
—
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%