Renaissance Investment Managers

SEBI-Registered Portfolio Manager · 3 Active Strategies Tracked

Investment Strategies & Monthly Factsheets (3)

Strategy Name	Doc Type	Reporting Period	Actions
Opportunities PMS Opportunities PMS – August 2026	factsheet	August 2026	Download PDF 📥
India Next PMS India Next PMS – August 2026	factsheet	August 2026	Download PDF 📥
Midcap PMS Midcap PMS – December 2025	factsheet	December 2025	Download PDF 📥

Strategy Portfolio Holdings Snapshot

Opportunities PMS

As of 2026-07-31

Top Extracted Holdings

HDFC Bank Ltd—

ICICI Bank Ltd—

Infosys Ltd—

Federal Bank Ltd—

United Spirits Ltd—

India Next PMS

As of 2026-07-31

Top Extracted Holdings

HDFC Bank Ltd—

Federal Bank Ltd—

City Union Bank Ltd—

One 97 Communications Ltd—

M & M Financial Services Ltd—

Midcap PMS

As of 2025-12-31

Top Extracted Holdings

Federal Bank Ltd—

One 97 Communications Ltd—

Poonawalla Fincorp Ltd—

Mahindra & Mahindra Financial Services—

Mphasis Ltd—

Portfolio Management Services (PMS) are subject to market risks. Discretionary and non-discretionary investments are not guaranteed. Minimum investment in PMS in India is ₹50 Lakhs as mandated by SEBI. Read the Disclosure Document and strategy factsheets carefully before investing.

Abundance Financial Services (ARN-251838, AMFI Registered Mutual Fund Distributor) · Atin Kumar Agrawal (APRN04279, APMI Registered PMS Distributor).