Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
Unifi Blended - Rangoli
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
3.17%
6 Months
26.95%
10.91%
1 Year
13.12%
10.45%
3 Years
17.80%
10.60%
5 Years
15.04%
10.74%
Since Inception
22.70%
18.07%
Fund Age
8 yrs
9 yrs 2 mo
AUM
₹357.26 Cr
₹11,464.61 Cr
Alpha – 1 Year
10.14%
5.73%
Alpha – 3 Years
5.90%
−1.49%
Information Ratio – 3 Years
0.31
-0.11
Volatility – 1 Year
32.38%
18.78%
Volatility – 3 Years
25.45%
16.83%
Beta – 1 Year
1.68
1.04
Beta – 3 Years
1.37
1.02
Sharpe Ratio – 1 Year
0.36
0.34
Sharpe Ratio – 3 Years
0.56
0.37
Worst Rolling Year
11.19%
4.89%
Value at Worst Rolling Year
₹1.11 Cr
₹1.05 Cr
Deepest Drawdown
−26.50%
−19.94%
Recovery Period
80 days
153 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
27.28%
19.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 19% · S 59%
L 24% · M 11% · S 66%
Number of Stocks
42
—
Portfolio P/E
42.01
21.80
Top 5 Holdings
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
Top Sectors
—
—
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%