What is the Renaissance India Next Portfolio Strategy and how has it performed?

Renaissance India Next Portfolio is a Portfolio Management Service (PMS) strategy launched on 19 April 2018, benchmarked against the NIFTY 50 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 -8.92% 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 Portfolio Strategy Details

Renaissance India Next portfolio follows a Flexi Cap oriented strategy, investing in companies across market capitalizations, ensuring a true to label approach. The portfolio focuses on high quality, high growth companies that are reasonably valued, aiming to deliver superior risk adjusted returns with moderate volatility. With a diversified and unbiased approach, the portfolio is constructed on a bottoms up basis, incorporating the best investment ideas to create a high quality focused portfolio of 20-25 stocks.

Performance Summary

3 Months returns

Performance M2M -5.4%

Index Benchmark (NIFTY 50) 6.3%

Top 5 Sectors Weightage

BFSI 32.91%
Auto & Logistics 12.99%
Internet 9.84%
IT 9.74%
FMCG 8.78%
others 25.74%

Know About Fund Managers

Pankaj Murarka

FAQ

Frequently asked questions about Renaissance India Next Portfolio

What is the benchmark and inception date of Renaissance India Next Portfolio?

Renaissance India Next Portfolio was launched on 19 April 2018 and is benchmarked against the NIFTY 50 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 Portfolio PMS strategy?

Renaissance India Next Portfolio is managed by Pankaj Murarka .

What sectors does Renaissance India Next Portfolio invest in?

As of 20 August, 2026, the Renaissance India Next Portfolio portfolio is allocated primarily across BFSI (32.91%), Auto & Logistics (12.99%), Internet (9.84%), IT (9.74%), and FMCG (8.78%), with the remaining 25.74% 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 Portfolio 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 Portfolio. The minimum investment amount is subject to change based on SEBI regulatory notifications.

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