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Renaissance India Next Portfolio - Dynamic Thematic Portfolio

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Technology8.24%
Services35.02%
Consumers14.17%
Financial Services31.91%
Utilities5.19%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
HDFC BANK LTD9.38%
RELIANCE INDUSTRIES LTD5.99%
INFOSYS LTD5.26%
STATE BANK OF INDIA5.14%
TATA CONSUMER PRODUCTS LTD4.20%
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