Portfolio Management Services (PMS)Compare Schemes
Amaltas Keystone Fund vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
Amaltas Keystone Fund
Unifi Blended - Rangoli
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.65%
3.17%
6 Months
52.84%
10.91%
1 Year
44.79%
10.45%
3 Years
—
10.60%
5 Years
—
10.74%
Since Inception
24.04%
18.07%
Fund Age
19 mo
9 yrs 2 mo
AUM
₹65.12 Cr
₹11,464.61 Cr
Alpha – 1 Year
40.07%
5.73%
Alpha – 3 Years
—
−1.49%
Information Ratio – 3 Years
—
-0.11
Volatility – 1 Year
32.99%
18.78%
Volatility – 3 Years
—
16.83%
Beta – 1 Year
1.48
1.04
Beta – 3 Years
—
1.02
Sharpe Ratio – 1 Year
1.12
0.34
Sharpe Ratio – 3 Years
—
0.37
Worst Rolling Year
—
4.89%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−15.77%
−19.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 24% · M 11% · S 66%
Number of Stocks
—
—
Portfolio P/E
—
21.80
Top 5 Holdings
Piramal Enterprises Limited · 0.00%
CARE Ratings Ltd · 0.00%
Sterlite Technologies Ltd · 0.00%
Muthoot Microfin Ltd · 0.00%
Bodal Chemicals Ltd · 0.00%
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%