Portfolio Management Services (PMS)Compare Schemes
Renaissance - Indianext Portfolio vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Renaissance - Indianext Portfolio
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
5.24%
13.10%
1 Year
2.85%
18.11%
3 Years
13.52%
14.56%
5 Years
17.79%
8.71%
Since Inception
13.89%
13.67%
Fund Age
8 yrs 4 mo
11 yrs 2 mo
AUM
₹921.15 Cr
₹138.06 Cr
Alpha – 1 Year
−1.87%
18.46%
Alpha – 3 Years
1.43%
5.57%
Information Ratio – 3 Years
0.23
0.62
Volatility – 1 Year
18.02%
22.83%
Volatility – 3 Years
16.70%
16.72%
Beta – 1 Year
0.99
1.29
Beta – 3 Years
0.99
1.00
Sharpe Ratio – 1 Year
-0.03
0.61
Sharpe Ratio – 3 Years
0.54
0.55
Worst Rolling Year
-0.29%
-8.44%
Value at Worst Rolling Year
₹1.00 Cr
₹0.92 Cr
Deepest Drawdown
−22.85%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
99.64%
92.53%
Median Rolling Year
23.46%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 28% · S 35%
L 38% · M 14% · S 45%
Number of Stocks
35
18
Portfolio P/E
24.73
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
0% / 0% / 0%