Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Unifi Blended - Rangoli
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.64%
3.17%
6 Months
21.51%
10.91%
1 Year
15.87%
10.45%
3 Years
14.38%
10.60%
5 Years
17.96%
10.74%
Since Inception
16.82%
18.07%
Fund Age
8 yrs 9 mo
9 yrs 2 mo
AUM
₹1,503.25 Cr
₹11,464.61 Cr
Alpha – 1 Year
11.15%
5.73%
Alpha – 3 Years
2.29%
−1.49%
Information Ratio – 3 Years
0.39
-0.11
Volatility – 1 Year
27.51%
18.78%
Volatility – 3 Years
22.70%
16.83%
Beta – 1 Year
1.48
1.04
Beta – 3 Years
1.25
1.02
Sharpe Ratio – 1 Year
0.47
0.34
Sharpe Ratio – 3 Years
0.50
0.37
Worst Rolling Year
1.64%
4.89%
Value at Worst Rolling Year
₹1.02 Cr
₹1.05 Cr
Deepest Drawdown
−24.39%
−19.94%
Recovery Period
122 days
153 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
19.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 24% · M 11% · S 66%
Number of Stocks
17
—
Portfolio P/E
—
21.80
Top 5 Holdings
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%