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) |
|---|---|---|---|
| -5.80% | 1.02 | 16.18% | 60.42% |
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 |
|---|---|---|---|---|---|---|---|---|---|
| Renaissance Investment Managers Pvt Ltd Indianext Portfolio | -11.40% | -17.27% | -12.84% | -9.62% | 1.06% | 13.18% | 19.23% | - | 12.22% |
| S&P BSE 500 | -11.37% | -13.94% | -9.62% | -3.12% | 1.32% | 12.89% | 11.75% | - | 11.59% |
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 | 8Y 0M | 1050 | S&P BSE 500 | 12.22% | 33 | 11 |
| 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 | 0.80% | -5.35% | 60.42% | -4.55% | 1.06 | 16.18% | -0.82 | 2.98% | 0.23 | 51.04 % |
| Nifty 500 | -0.10% | -5.7% | -5.80% | 1.02 | 2.44% | 0.21 | 51.04 % | |||
| Nifty Midcap 100 | -7.10% | -6.36% | -13.46% | 0.95 | -0.40% | -0.04 | 44.79 % | |||
| Nifty Smallcap 100 | 2.38% | -6.44% | -4.06% | 0.74 | 4.87% | 0.36 | 54.17 % | |||
| BSE 500 | 0.25% | -5.7% | -5.45% | 1.02 | 2.59% | 0.22 | 52.08 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| HDFC BANK LTD | 7.91 |
| ICICI BANK LTD | 5.94 |
| INFOSYS LTD | 5.14 |
| POWER FINANCE CORPORATION LTD | 4.96 |
| NTPC LTD | 4.76 |
Sector Allocation
| Holding | % |
|---|---|
| BFSI | 33.64 |
| IT & Tech | 19.21 |
| Pharma & Chemicals | 13.65 |
| Consumer Discretionary | 14.95 |
| Diversified | 5.19 |
| BFSI | 31.91 |
| Consumer Discretionary | 14.17 |
| Internet | 8.66 |
| Information Technology | 13.06 |
| Pharma & Chemicals | 6.40 |
| Auto & Logistics | 9.82 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 54.19 |
| Mid Cap | 26.97 |
| Small Cap | 16.84 |
| Cash | 2.00 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31st March 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 Mar 26.
