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 | -0.80% | -3.79% | -10.25% | -8.85% | 2.33% | 12.91% | 17.28% | - | 13.10% |
| S&P BSE 500 | -0.17% | -2.34% | -5.39% | -0.07% | 4.14% | 13.47% | 12.29% | - | 12.68% |
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 2M | 1136 | S&P BSE 500 | 13.10% | 34 | 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 | 1.40% | -5.95% | 60.42% | -4.55% | 1.06 | 16.18% | -0.82 | 2.98% | 0.23 | 51.04 % |
| Nifty 500 | 0.44% | -6.24% | -5.80% | 1.02 | 2.44% | 0.21 | 51.04 % | |||
| Nifty Midcap 100 | -6.60% | -6.86% | -13.46% | 0.95 | -0.40% | -0.04 | 44.79 % | |||
| Nifty Smallcap 100 | 2.89% | -6.95% | -4.06% | 0.74 | 4.87% | 0.36 | 54.17 % | |||
| BSE 500 | 0.79% | -6.24% | -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 | 40.86 |
| Mid Cap | 27.97 |
| Small Cap | 27.54 |
| Cash | 3.63 |
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 May 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.
