Benefit from investing in quality individual businesses with sustainable growth and long-term investment perspective
Minimum Investment : ₹50 Lakhs
The focus is on identifying high-quality businesses capable of delivering superior growth over the long term, with an emphasis on long-term wealth creation and investment. The approach is akin to being business owners rather than mere stockholders. Central to this strategy is risk management, with a commitment to generating superior risk-adjusted returns.
He brings over 25 years of experience in Indian equities, showcasing an excellent performance track record. His career spans prestigious institutions like Motilal Oswal, Rare Enterprise (India’s largest principal investor), Merrill Lynch, and Axis AMC. At Axis AMC, he served as CIO, Equities, managing and overseeing an equity AUM of $3 billion. During his tenure from 2011 to 2016, Axis AMC became the fastest-growing asset management company in India. Pankaj has successfully managed funds across large cap, mid cap, and small cap categories, consistently delivering stellar performance. His achievements include being recognized by Outlook Money in 2015 as a Leading Fund Manager with a 5-year track record of consistent performance, being named Best Fund Manager – Runner-Up for Axis Mid Cap Fund in 2014 by Outlook Money among over 40 funds, and managing the Axis Small Cap Fund, which was the best-performing small cap fund in 2014 with returns of 84.3%.
*Data as of June 2024
Past performance may or may not sustain in the future. Investment in the AIF & PMS is subject to market risk, please read all the documents before investing. AIF & PMS Experts India do not guarantee any kind of returns
Speaker – Mr. Sunil Singhania (Founder & Abakkus Asset Management)
Host – Vikas Agrawal (AIF & PMS Experts India Pvt Ltd.)
Speaker – Mr. Pankaj Murarka (Director & CIO, Renaissance Investment Managers)
Host – Vikas Agrawal (Founder & CEO, AIF & PMS Experts India Pvt Ltd.)
| Product - AMC | AUM (in Cr.) | Performance | 1Y | 2Y | 3Y | SI |
|---|---|---|---|---|---|---|
|
Renaissance Midcap Portfolio AMC Name: Renaissance Investment Mangers Inc Date: 1/1/18 |
166 | Strategy | 2.72 | 23.64 | 17.29 | 12.39 |
| Index | 6.65 | 17.79 | 11.75 | 13.08 | ||
|
Renaissance Opportunities Portfolio AMC Name: Renaissance Investment Mangers Inc Date: 1/1/18 |
514.00 | Strategy | 9.88 | 23.18 | 16.36 | 13.41 |
| Index | 6.65 | 17.79 | 11.75 | 13.08 | ||
|
Renaissance India Next Portfolio AMC Name: Renaissance Investment Mangers Inc Date: 4/19/18 |
546 | Strategy | 12.97 | 26.29 | 21.48 | 16.12 |
| Index | 6.65 | 17.79 | 11.75 | 13.61 |
Over 350 investors
have invested in
our process
Over ₹500 crores
have been invested using
our process
Trusted by
investors across
10 countries
Over 15,000 investors
use our tools before
deciding to invest
Invest with confidence in our proven process, as we meticulously follow a robust framework for selecting fund managers and portfolios of Alternative Investment Funds (AIF) and Portfolio Management Service (PMS) Funds. We refer to it as the 3Is of investing, where we add the third ‘I’ (eye) of scrutiny, focusing on Investment Manager Style, Investment Portfolio Quality, and Investment Performance Consistency.
Clear, adaptable strategies aligned with investor goals, crucial for navigating market fluctuations and capitalizing on opportunities.
Fundamental analysis focuses on a company’s intrinsic value, management, competitive edge, and financial health for sustainable portfolio growth.
Emphasizing consistent, risk-adjusted returns, and effective drawdown management to achieve long-term growth while preserving capital.
The Renaissance Alpha Portfolio focuses on investing in high-quality businesses to deliver superior absolute returns over a 3–5 year horizon. It aims for low-risk, high-quality growth with stringent stock selection filters, balancing risk, growth, quality, and valuation for healthy alpha generation.
Key attributes include high management quality, companies with low leverage and high ROEs, and superior PAT growth and FCF generation. The portfolio follows a bottom-up approach, focusing on individual companies rather than sectors, ensuring sector agnosticism and high tracking error.
Risk management involves investing in sustainable, high-quality businesses, ensuring fair value through detailed research, assessing management quality, monitoring financial risk and leverage, and responding effectively to company or sector-specific events, aiming for superior risk-adjusted returns and long-term growth.
If you have any queries, please contact Mr. Devanshu (AIFPMS VP) at +91 95616 10108 or email us at vikas@aifpms.com
