Portfolio Management Services (PMS)Compare Schemes
Unifi BCAD-2-BREAKOUT 20 vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
Unifi BCAD-2-BREAKOUT 20
Unifi Blended - Rangoli
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.01%
3.17%
6 Months
9.93%
10.91%
1 Year
7.49%
10.45%
3 Years
9.34%
10.60%
5 Years
—
10.74%
Since Inception
11.87%
18.07%
Fund Age
4 yrs 7 mo
9 yrs 2 mo
AUM
₹1,953.44 Cr
₹11,464.61 Cr
Alpha – 1 Year
2.77%
5.73%
Alpha – 3 Years
−2.75%
−1.49%
Information Ratio – 3 Years
-0.26
-0.11
Volatility – 1 Year
19.15%
18.78%
Volatility – 3 Years
16.91%
16.83%
Beta – 1 Year
1.06
1.04
Beta – 3 Years
1.03
1.02
Sharpe Ratio – 1 Year
0.19
0.34
Sharpe Ratio – 3 Years
0.30
0.37
Worst Rolling Year
8.22%
4.89%
Value at Worst Rolling Year
₹1.08 Cr
₹1.05 Cr
Deepest Drawdown
−20.91%
−19.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.78%
19.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 17% · M 8% · S 75%
L 24% · M 11% · S 66%
Number of Stocks
—
—
Portfolio P/E
23.80
21.80
Top 5 Holdings
Redington Ltd
Narayana Hrudayalaya Ltd
Mahindra & Mahindra Ltd
Sagility Ltd
Bank of Baroda
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%