Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
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
−3.33%
3.17%
6 Months
24.60%
10.91%
1 Year
7.56%
10.45%
3 Years
20.98%
10.60%
5 Years
—
10.74%
Since Inception
24.10%
18.07%
Fund Age
4 yrs 4 mo
9 yrs 2 mo
AUM
₹3.89 Cr
₹11,464.61 Cr
Alpha – 1 Year
4.58%
5.73%
Alpha – 3 Years
9.08%
−1.49%
Information Ratio – 3 Years
0.07
-0.11
Volatility – 1 Year
32.74%
18.78%
Volatility – 3 Years
27.24%
16.83%
Beta – 1 Year
1.49
1.04
Beta – 3 Years
1.30
1.02
Sharpe Ratio – 1 Year
0.20
0.34
Sharpe Ratio – 3 Years
0.49
0.37
Worst Rolling Year
17.91%
4.89%
Value at Worst Rolling Year
₹1.18 Cr
₹1.05 Cr
Deepest Drawdown
−34.40%
−19.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.17%
19.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 24% · M 11% · S 66%
Number of Stocks
27
—
Portfolio P/E
52.77
21.80
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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%