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Renaissance Opportunities Portfolio

Renaissance Investment Managers Private Limited

About Company

Investing and long-term wealth growth are fundamental to our lives. They focus on high-quality firms that can generate better long-term growth in the search for exceptional investment opportunities. Rather than investors, they like to conceive of themselves as business owners. They think that risk management should be at the heart of every investing strategy, and they aspire to achieve better risk-adjusted returns.

 

RENAISSANCE India Opportunities

Fund Snapshot

Year of Inception 2018
Number of Stocks 10-15
Investment Horizon Medium to Long Term
Fund Managers Pankaj Murarka

 

Investment Philosophy

 

  • Renaissance India Opportunities fund focuses on mid-cap portfolios of potentially high-growth emerging companies. These are companies that are pioneers in their fields or have the potential to be leaders.
  • The Investment management team at Renaissance India Opportunities fund aims towards a concentrated portfolio of top 15–25 ideas that is benchmark agnostic.
  • The ideal buy-and-hold period for this fund can be three plus years.
  • Bottom-up stock selection yields a portfolio that is special and distinguished, aligning closely with the guiding principles of Renaissance Investment Management.

 

Renaissance Opportunities Portfolio

Benchmark: Nifty 50 TRI

Renaissance Investment Managers Private Limited

AUM(Cr.) 1M 3M 6M 1Y 2Y 3Y 4Y 5Y Ince.
Performance β‚Ή584.69 -1.58 -3.65 1.84 10.30 6.53 16.52 13.90 15.69 11.84
Benchmark NA -0.51 -3.80 3.36 15.07 8.29 14.64 11.95 12.95 13.06
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Fund Manager

Pankaj Murarka

Pankaj Murarka

Pankaj is the founder of Renaissance Investing Managers and is in charge of the investment process. He has more than 21 years of expertise in equity research and fund management, with a proven track record of success.Pankaj formerly worked as the Chief Investment Officer (CIO) of Axis Mutual Fund, where he managed over $2 billion in Indian equities.
He was a member of the team that founded Axis Mutual Fund in 2009 and has since grown it into one of India’s leading AMCs thanks to exceptional investment performance.

 

He was in charge of the performance of all of Axis AMC’s equities funds, and during his tenure as Chief Investment Officer, Axis AMC was acknowledged as the top Equity Fund company in India.
In 2014, he was also named Best Fund Manager – Runner Up Award for Axis Midcap Fund by Outlook Money.
The fund outperformed the benchmark with a CAGR return of 24 percent (2011-2015). It was a top decile fund in 2012 and 2013, and it was named the No. 1 performing fund in India across all funds in 2014 on a three-year basis.
In 2015, he was also recognised by Outlook Money as a Leading Fund Manager with a 5-year track record of consistent success.

 

Pankaj has also served as the India Portfolio Manager for Merrill Lynch’s Strategic Investment Group.
He has also previously worked at Rare Enterprises, MotilalOswal Securities, and UTI Mutual Fund.
Throughout his career, he has consistently delivered better risk-adjusted returns.

Startup as an Investment Asset Class | AIF & PMS Experts India | Finvolve Ventures Private Limited
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Startup as an Investment Asset Class | AIF & PMS Experts India | Finvolve Ventures Private Limited
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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.

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