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Renaissance Indianext Portfolio PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Renaissance Indianext Portfolio PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the MULTI CAP & FLEXI CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of Rs.880.94 Cr.

Over the last 1 year, it delivered a strong return of -8.85%, outperforming many peers. Its performance is benchmarked against the Nifty 50 TRI, ensuring broad market comparison.

Renaissance Indianext Portfolio PMS Strategy or Investment Approach - PMS Details

Strategy Name

Indianext Portfolio

Start Date

19 April 2018

Category

MULTI CAP & FLEXI CAP

Benchmark

Nifty 50 TRI

AUM (Rs.)

Rs.880.94 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Pankaj Murarka

1 Yr. Return

-8.85%

3 Yr. Return

12.91%

5 Yr. Return

17.28%

Renaissance Indianext Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

33

Top 5 Stocks%

28.17%

Top 5 Sectors%

71.94%

Portfolio Age

8 Yrs, 2 Months

SIP

NA

STP

NA

Average Market Cap

231517.01

Renaissance Indianext Portfolio PMS Strategy - Cost or Charges

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

15% (if above 8% profit)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

1.00%

Exit Load 3rd Year

0.00%

Renaissance Indianext Portfolio PMS Investment Approach - Portfolio Composition

Large Cap

48.28%

Mid Cap

22.88%

Small Cap

24.20%

Cash & Equivalent

4.64%

Check out Business Opportunities with Similar Brands

Renaissance Indianext Portfolio Strategy - Top 5 Sectors

Financial Services

36.99%

Automobile and Auto Components

9.94%

Consumer Services

7.90%

Information Technology

9.74%

Fast Moving Consumer Goods

7.37%

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