Portfolio Management Services (PMS)Compare Schemes
Renaissance - Indianext Portfolio vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Renaissance - Indianext Portfolio
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
5.24%
6.39%
1 Year
2.85%
0.37%
3 Years
13.52%
11.18%
5 Years
17.79%
—
Since Inception
13.89%
4.21%
Fund Age
8 yrs 4 mo
4 yrs 6 mo
AUM
₹921.15 Cr
₹59.82 Cr
Alpha – 1 Year
−1.87%
−2.61%
Alpha – 3 Years
1.43%
−0.71%
Information Ratio – 3 Years
0.23
0.13
Volatility – 1 Year
18.02%
22.91%
Volatility – 3 Years
16.70%
17.96%
Beta – 1 Year
0.99
1.09
Beta – 3 Years
0.99
1.01
Sharpe Ratio – 1 Year
-0.03
-0.11
Sharpe Ratio – 3 Years
0.54
0.38
Worst Rolling Year
-0.29%
3.87%
Value at Worst Rolling Year
₹1.00 Cr
₹1.04 Cr
Deepest Drawdown
−22.85%
−25.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.64%
100.00%
Median Rolling Year
23.46%
12.37%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 34% · M 28% · S 35%
L 40% · M 26% · S 33%
Number of Stocks
35
35
Portfolio P/E
24.73
45.30
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 · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
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%