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) |
|---|---|---|---|
| -8.22% | 0.98 | 16.86% | 60.2% |
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 | 1.37% | 10.08% | -8.92% | -10.28% | -0.65% | 11.76% | 17.01% | - | 13.15% |
| S&P BSE 500 | 1.73% | 12.10% | -3.53% | -1.96% | 1.52% | 12.53% | 12.21% | - | 12.82% |
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 3M | 889.63 | S&P BSE 500 | 13.15% | 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 | 6.94% | -10.94% | 60.2% | -4.00% | 1.08 | 16.86% | -0.74 | 3.34% | 0.26 | 52.04 % |
| Nifty 500 | 3.35% | -11.57% | -8.22% | 0.98 | 2.19% | 0.19 | 50.00 % | |||
| Nifty Midcap 100 | -4.07% | -12.28% | -16.35% | 0.82 | -1.21% | -0.11 | 43.88 % | |||
| Nifty Smallcap 100 | 2.35% | -12.64% | -10.29% | 0.62 | 3.53% | 0.25 | 53.06 % | |||
| BSE 500 | 3.81% | -11.56% | -7.75% | 0.99 | 2.37% | 0.20 | 51.02 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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 30th Jun 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 May 26.
