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Renaissance - Midcap Portfolio
Renaissance - Midcap Portfolio

Renaissance - Midcap Portfolio

  • Renaissance Investment Managers Pvt Ltd
  • Mid Cap
  • 5
    Out of 15*
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Portfolio age7 years, 7 months
7.14%
3.37%
Hurdle Rate**8.00%
Fixed fee2.50%
Min. Investment50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 30/06/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (1.01%)
Allocation by Market Cap
Small Cap (58.32%)
Mid Cap (40.67%)
Large Cap (0%)
Sector Holdings
  • Financial Services34.12%
  • Healthcare19.04%
  • Consumer Durables9.82%
  • Information Technology9.72%
  • Consumer Services7.85%
Stock Holdings
  • Federal Bank Ltd.6.34%
  • One 97 Communications Limited5.84%
  • Poonawalla Fincorp Limited5.35%
  • Jubilant Foodworks Limited5.08%
  • Nippon Life India Asset Management Limited4.5%

bt_logoPORTFOLIO MANAGERS

Pankaj Murarka
  • Manager Rank5 Out of 18
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUMUndisclosed
  • Highest Return In 1 Yr10.02%
Profile

Pankaj Murarka is the Founder of Renaissance Investment Managers, an Alternate Investment Manager founded in 2016. Pankaj has over 25 years of experience in equity research & fund management with stellar track record of performance over his professional career. Prior to this, Pankaj was associated with Axis Mutual Fund for almost a decade as CIO, managing over $5bn in Indian equities. He was part of the team that set up Axis Mutual Fund in 2009 and over the years built it into one of the leading AMC in India on back of excellent investment performance. He was responsible for the performance of all the equity mutual funds of Axis AMC and during his stint as CIO, Axis AMC was recognized as the Best Equity Fund House of the year by Outlook Money for 2014. He was also awarded as Best Fund Manager - Runner up Award for Axis Midcap Fund by Outlook Money in 2014. The fund delivered a CAGR return of 24% (2011-2015) significantly outperforming the benchmark and was a top decile fund for 2012 & 2013. It ranked No.1 performing mutual fund in India across all funds in 2014 on 3 year basis. Axis Small Cap Fund - Best performing Small Cap Fund in 2014 with 84.3% returns. Some of the other funds managed by him included Axis Equity Fund, Axis Focused 25 Fund and SISF- India Opportunities Fund. He was also recognized by Outlook Money as a Leading Fund Manager with 5 years of track record of consistent performance in the year 2015. Pankaj has also worked with Merrill Lynch as India Portfolio Manager for Strategic Investment Group. He was the Portfolio Manager for the Long Only and the Long Short Fund. The fund did incredibly well including during the Global Financial Crisis in 2008. He was also part of the set up team at Rare Enterprises. During his stint with Rare Enterprises (Investment Office of Rakesh Jhunjhunwala), he has instrumental in making various investments for the firm which have done exceedingly well over the years and delivered strong returns. He also represented the firm’s interest on board of various companies advising them on capital allocation. Pankaj has also worked with Motilal Oswal and with UTI AMC in early years. During his career he has consistently delivered superior risk adjusted returns for over 25 years in public markets by following the Investment Philosophy of SQGARPTM (Sustainable Quality Growth at Reasonable Price).TM He has also been instrumental in executing various PIPE and Private Equity investments in his career. Pankaj is a rank holder Chartered Accountant from ICAI with all India merit. Pankaj is an avid marathoner and has completed 12 half marathons and 2 ultra-half marathons / endurathon

Other Schemes
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category
Mid Cap
Category Rank
1 Out of 20
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
148 Out of 250
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
15 Out of 24
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 20
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 20
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 20
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 20
Fixed Fee
1.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 20
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 20
Fixed Fee
No Option
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Renaissance Investment Managers Pvt Ltd
Renaissance Investment Managers Pvt Ltd manages assets worth Rs 1610.33 crores. Its current offering of PMS schemes includes 1 Mid Cap, 1 Multi Cap And Flexi Cap and 1 Large Cap schemes.

AUM (₹ cr)

1,610.33 (As on Jun, 2025)

Number of Schemes

3
Schemes From This AMC
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category
Mid Cap
Category Rank
1 Out of 20
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
148 Out of 250
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
15 Out of 24
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Renaissance - Midcap Portfolio?
The hurdle rate of Renaissance - Midcap Portfolio is 8.00%.
What is the fixed fee charged in Renaissance - Midcap Portfolio ?
The fixed fee charged in Renaissance - Midcap Portfolio is 2.50%.
What is the variable fee charged in Renaissance - Midcap Portfolio ?
The variable fee charged in Renaissance - Midcap Portfolio is 1.50%.
What is the profit sharing in Renaissance - Midcap Portfolio ?
The profit sharing in Renaissance - Midcap Portfolio is 15% Profit sharing above 8% Hurdle.
What is the minimum investment in Renaissance - Midcap Portfolio ?
The minimum investment in Renaissance - Midcap Portfolio is ₹50 Lacs
What type of scheme is Renaissance - Midcap Portfolio?
Renaissance - Midcap Portfolio is an Equity scheme. It falls in the Mid Cap category.
What is the inception date of Renaissance - Midcap Portfolio?
The inception date of Renaissance - Midcap Portfolio is Jan 01, 2018.
What is the exit load of Renaissance - Midcap Portfolio?
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.