The investment objective of Renaissance India Next Portfolio – Dynamic Thematic Portfolio is to create long term capital appreciation by using growth and income theme.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|
Key Portfolio Attributes
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Renaissance Investment Managers Pvt Ltd Indianext Portfolio | Multi Cap & Flexi Cap | Mr. Pankaj Murarka | 19 April 2018 | 7Y 9M | S&P BSE 500 | 10 |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | -11.02% | 0.94% | 62.37% | -10.08% | 1.26 | 15.21% | -0.21 | 3.64% | 0.27 | 52.69 % |
| Nifty 500 | -7.33% | 1.08% | -6.25% | 1.10 | 3.16% | 0.26 | 52.69 % | |||
| Nifty Midcap 100 | -6.51% | 1.2% | -5.31% | 0.81 | 0.63% | 0.06 | 46.24 % | |||
| Nifty Smallcap 100 | 4.69% | 1.36% | 6.05% | 0.61 | 5.69% | 0.41 | 54.84 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31st Jan 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Dec 25.
