Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Perennial vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
Right Horizons - Perennial
Unifi Blended - Rangoli
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.19%
3.17%
6 Months
11.46%
10.91%
1 Year
8.21%
10.45%
3 Years
12.09%
10.60%
5 Years
11.81%
10.74%
Since Inception
13.34%
18.07%
Fund Age
5 yrs 3 mo
9 yrs 2 mo
AUM
₹34.29 Cr
₹11,464.61 Cr
Alpha – 1 Year
5.23%
5.73%
Alpha – 3 Years
0.21%
−1.49%
Information Ratio – 3 Years
0.17
-0.11
Volatility – 1 Year
24.84%
18.78%
Volatility – 3 Years
21.42%
16.83%
Beta – 1 Year
1.25
1.04
Beta – 3 Years
1.08
1.02
Sharpe Ratio – 1 Year
0.21
0.34
Sharpe Ratio – 3 Years
0.49
0.37
Worst Rolling Year
7.11%
4.89%
Value at Worst Rolling Year
₹1.07 Cr
₹1.05 Cr
Deepest Drawdown
−34.77%
−19.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.26%
19.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 5% · M 7% · S 69%
L 24% · M 11% · S 66%
Number of Stocks
37
—
Portfolio P/E
52.15
21.80
Top 5 Holdings
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
Top Sectors
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2.5% / 0% / 0%
0% / 0% / 0%