What is the Renaissance India Next Fund – IV Strategy and how has it performed?

Renaissance India Next Fund – IV is a Portfolio Management Service (PMS) strategy launched on 02 December 2024, benchmarked against the Nifty 200 index. The strategy aims to benefit from the long-term compounding effect by investing in good businesses run by experienced management teams, with a primary focus on large-cap equity and equity-related instruments across the full market capitalisation spectrum. The strategy is managed by Pankaj Murarka and reported a 6-month M2M return of 160.00% against a benchmark return of 6.3% as of 20 August, 2026. The minimum investment for this PMS strategy is ₹50 lakh as per SEBI regulations.

Renaissance India Next Fund – IV Strategy Details

Theme: India Next A Flexi cap strategy focused to deliver sustainable high returns. Optimal portfolio construction which strike balance between risk & reward. The fund mirrors our existing India Next PMS High quality diversified portfolio of 30-35 stocks

Performance Summary

3 Months returns

Performance M2M -5.4%

Index Benchmark (Nifty 200) 6.3%

Top 5 Sectors Weightage

BFSI 32.48%
Consumer Discretionary 12.25%
Information Technology 10.65%
Internet 8.47%
Industrials 8.07%
others 28.08%

Know About Fund Managers

Pankaj Murarka

FAQ

Frequently asked questions about Renaissance India Next Fund – IV

What is the benchmark and inception date of Renaissance India Next Fund – IV?

Renaissance India Next Fund – IV was launched on 02 December 2024 and is benchmarked against the Nifty 200 index. The strategy is one of Renaissance longer-running PMS strategies, with over two decades of track record as a Portfolio Management Service.

Who manages the Renaissance India Next Fund – IV PMS strategy?

Renaissance India Next Fund – IV is managed by Pankaj Murarka .

What sectors does Renaissance India Next Fund – IV invest in?

As of 20 August, 2026, the Renaissance India Next Fund – IV portfolio is allocated primarily across BFSI (32.48%), Consumer Discretionary (12.25%), Information Technology (10.65%), Internet (8.47%), and Industrials (8.07%), with the remaining 28.08% across other sectors. The strategy primarily invests in large-cap equities but retains flexibility to invest across the full market capitalisation spectrum.

What is the minimum investment for Renaissance India Next Fund – IV PMS?

As per SEBI regulations, the minimum investment for Portfolio Management Services (PMS) in India is ₹50 lakh per investor. This threshold applies to all PMS strategies including Renaissance India Next Fund – IV. The minimum investment amount is subject to change based on SEBI regulatory notifications.

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