Renaissance India Next Fund III – India Growth 2.0 - Best AIF Funds | Best PMS Funds

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

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About Fund Manager

Pankaj Murarka

Pankaj, founder of Renaissance Investment Managers, boasts over 21 years of experience in Equity Research & Fund Management. His previous role as Chief Investment Officer at Axis Mutual Fund saw him manage over $2bn in Indian Equities, contributing to Axis AMC’s recognition as the best Equity Fund house of 2014. Pankaj received accolades as the Best Fund Manager (Runner-up) for Axis Midcap Fund in 2014, achieving a CAGR return of 24% (2011-2015). His career includes roles at Merrill Lynch, Rare Enterprises, Motilal Oswal Securities, and UTI Mutual Fund, with a consistent track record of delivering superior risk-adjusted returns in public markets. Beyond fund management, Pankaj played a key role in executing various PIPE and Private Equity investments throughout his career.

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

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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.

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Renaissance India Next Fund III – India Growth 2.0

About Company

Investors’ support system