Portfolio Management Services (PMS)Compare Schemes
Renaissance - Indianext Portfolio vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Renaissance - Indianext Portfolio
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.69%
3.42%
6 Months
5.24%
2.89%
1 Year
2.85%
2.59%
3 Years
13.52%
10.39%
5 Years
17.79%
8.86%
Since Inception
13.89%
11.13%
Fund Age
8 yrs 4 mo
5 yrs 6 mo
AUM
₹921.15 Cr
₹63.54 Cr
Alpha – 1 Year
−1.87%
−0.39%
Alpha – 3 Years
1.43%
−1.50%
Information Ratio – 3 Years
0.23
-0.34
Volatility – 1 Year
18.02%
16.68%
Volatility – 3 Years
16.70%
13.79%
Beta – 1 Year
0.99
0.95
Beta – 3 Years
0.99
0.88
Sharpe Ratio – 1 Year
-0.03
-0.09
Sharpe Ratio – 3 Years
0.54
0.40
Worst Rolling Year
-0.29%
6.98%
Value at Worst Rolling Year
₹1.00 Cr
₹1.07 Cr
Deepest Drawdown
−22.85%
−15.31%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
99.64%
100.00%
Median Rolling Year
23.46%
12.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 28% · S 35%
L 69% · M 25% · S 5%
Number of Stocks
35
40
Portfolio P/E
24.73
30.67
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%
ICICI Bank Ltd · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
0% / 0% / 0%