Portfolio Management Services (PMS)Compare Schemes
Right Horizons - India Business Leaders vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
Right Horizons - India Business Leaders
Unifi Blended - Rangoli
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.11%
3.17%
6 Months
4.12%
10.91%
1 Year
−0.25%
10.45%
3 Years
10.95%
10.60%
5 Years
10.56%
10.74%
Since Inception
10.62%
18.07%
Fund Age
13 yrs 8 mo
9 yrs 2 mo
AUM
₹41.22 Cr
₹11,464.61 Cr
Alpha – 1 Year
0.18%
5.73%
Alpha – 3 Years
2.39%
−1.49%
Information Ratio – 3 Years
0.52
-0.11
Volatility – 1 Year
20.61%
18.78%
Volatility – 3 Years
17.57%
16.83%
Beta – 1 Year
1.24
1.04
Beta – 3 Years
1.19
1.02
Sharpe Ratio – 1 Year
-0.18
0.34
Sharpe Ratio – 3 Years
0.46
0.37
Worst Rolling Year
-10.52%
4.89%
Value at Worst Rolling Year
₹0.89 Cr
₹1.05 Cr
Deepest Drawdown
−22.41%
−19.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
93.48%
100.00%
Median Rolling Year
12.26%
19.21%
5-Year Rolling Windows Positive
99.05%
100.00%
Market-Cap Mix
L 70% · M 29%
L 24% · M 11% · S 66%
Number of Stocks
25
—
Portfolio P/E
36.71
21.80
Top 5 Holdings
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
Top Sectors
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%