About Company
Renaissance Investment Managers Private Limited
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 Next Fund III – India Growth 2.0
Fund Snapshot
| Type of Fund | Cat III AIF |
| Fund Category | Long Only, Focused Multicap |
| Tenure | 6 years from launch + 1 year + 1 Year |
| Investment Style | Growth (SQGARP) |
| Investment Options | Lump sum & Drawdown Options |
| Lock in Period | 2 years from final close |
| Exit Load | 2-3yrs: 3% | 3-4yrs: 2% | After 4yrs: NIL |
| Custodian & Fund Accountant | Kotak Bank |
Fund Overview
Renaissance India Next portfolio is a Dynamic Thematic Portfolio. The portfolio adopts a theme that is driven by macro-economic factors and constructs a focused portfolio on a bottom-up basis with the underlying theme. Thus, the portfolio achieves the right blend of top-down approach towards theme selection and bottom’s up approach towards stock selection.
At the same time, the portfolio manager changes the underlying theme of the portfolio every 3 years based on the changes in the macro-economic fundamentals thus making sure that at any point of time the theme of the fund is aligned with prevailing macro-economic fundamentals and drivers.
Our current theme is ‘Growth & Income’ which is blend of Investing into High Growth Business in India (Growth Portfolio) at the same time given high inflationary macro backdrop have an Inflation Hedge (Income generating) Equity Portfolio of companies with strong pricing power. This approach highlights how Renaissance PMS balances growth with stability for long-term investors.
Investment Process
Stock Universe
- Growth Prospects
- Quality of the Business
- Management Quality
- Corporate Governance
- Track Record of the Business
Research
- Sector Research
- Company Research
- Management Meeting & Review
- Valuations
- Analyst Fair Value
- Investment Recommendation
Portfolio Construction & Monitoring
- Portfolio Construction based on best ideas on bottoms up basis and in line with Investment Objectives and Risk Limits
- Portfolio Monitoring
Risk Management
- Managing various risks
- Quality Risk
- Price Risk
- Volatility Risk
- Liquidity Risk
Investment Framework: Sustainable Quality Growth At Reasonable Price
Sustainability
- Companies with Sustainable & Durable Business Models
Quality
- Superior Quality Businesses as demonstrated by Competitive edge, Pricing power, ROE, FCF
- Good Quality and Competent management teams
Growth
- Business that can deliver Superior Growth over Medium term to Long term
Price
- Ability to invest at Reasonable Valuations. Fair Value approach to valuations
- Focus on Economic Value of Business
Investors’ support system
Client Onboarding
Physical & Digital Onboarding is available
Distributor’s Login Portal
Distributors will be provided with the Login to CAMS Portal for downloading SOA
Monthly Communication
Investor will be provided with monthly performance updates through Fact sheets and Statement of Accounts
Escalation Matrix
Level 1: Partner Sales & Customer Service Team
Level 2: Renaissance Customer Service Team
Level 3: Renaissance Sales Team
Level 4: Renaissance Fund Manager Engagemen
Listen to expert conversations and investment insights anytime on Spotify.
Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
Renaissance India Next Portfolio
Benchmark: BSE 500 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Renaissance Investment Managers Private Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹940.40 | 2.69 | 9.38 | 5.24 | 2.85 | -2.18 | 13.52 | 15.51 | 17.80 | 13.89 |
| Benchmark | NA | -0.09 | 3.86 | 1.43 | 4.72 | -0.11 | 12.09 | 11.90 | 10.91 | 12.82 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
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.
Our Investment Experts
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