Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
Unifi Blended - Rangoli
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.80%
3.17%
6 Months
2.80%
10.91%
1 Year
4.89%
10.45%
3 Years
12.23%
10.60%
5 Years
10.64%
10.74%
Since Inception
8.93%
18.07%
Fund Age
12 yrs
9 yrs 2 mo
AUM
₹134.76 Cr
₹11,464.61 Cr
Alpha – 1 Year
−1.08%
5.73%
Alpha – 3 Years
1.34%
−1.49%
Information Ratio – 3 Years
0.07
-0.11
Volatility – 1 Year
10.79%
18.78%
Volatility – 3 Years
9.62%
16.83%
Beta – 1 Year
1.04
1.04
Beta – 3 Years
1.10
1.02
Sharpe Ratio – 1 Year
-0.01
0.34
Sharpe Ratio – 3 Years
0.69
0.37
Worst Rolling Year
0.05%
4.89%
Value at Worst Rolling Year
₹1.00 Cr
₹1.05 Cr
Deepest Drawdown
−11.50%
−19.94%
Recovery Period
80 days
153 days
1-Year Rolling Windows Positive
99.79%
100.00%
Median Rolling Year
10.94%
19.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 50% · M 11% · S 8%
L 24% · M 11% · S 66%
Number of Stocks
33
—
Portfolio P/E
25.96
21.80
Top 5 Holdings
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
Top Sectors
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
—
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%