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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 an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of 9.13%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, 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

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Pankaj Murarka

1 Yr. Return

9.13%

3 Yr. Return

23.25%

5 Yr. Return

36.95%

Renaissance Indianext Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

28

Top 5 Stocks%

32.00%

Top 5 Sectors%

74.21%

Portfolio Age

7 Yrs, 0 Months

SIP

NA

STP

NA

Average Market Cap

Rs.427302.93 Cr.

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

56.70%

Mid Cap

19.95%

Small Cap

21.67%

Cash & Equivalent

0.12%

Check out Business Opportunities with Similar Brands

Renaissance Indianext Portfolio Strategy - Top 5 Sectors

Financial Services

39.55%

Healthcare

9.77%

Consumer Services

6.88%

Information Technology

11.31%

Fast Moving Consumer Goods

6.70%

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