Portfolio Management Services (PMS)Compare Schemes
Unifi Blended - Rangoli vs Wallfort Focus Fund
Add SchemeGrowth of ₹1 Crore
Unifi Blended - Rangoli
Wallfort Focus Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.17%
2.85%
6 Months
10.91%
3.29%
1 Year
10.45%
−1.12%
3 Years
10.60%
—
5 Years
10.74%
—
Since Inception
18.07%
−3.22%
Fund Age
9 yrs 2 mo
1 mo
AUM
₹11,464.61 Cr
₹1.49 Cr
Alpha – 1 Year
5.73%
−5.84%
Alpha – 3 Years
−1.49%
—
Information Ratio – 3 Years
-0.11
—
Volatility – 1 Year
18.78%
25.43%
Volatility – 3 Years
16.83%
—
Beta – 1 Year
1.04
1.37
Beta – 3 Years
1.02
—
Sharpe Ratio – 1 Year
0.34
-0.11
Sharpe Ratio – 3 Years
0.37
—
Worst Rolling Year
4.89%
—
Value at Worst Rolling Year
₹1.05 Cr
—
Deepest Drawdown
−19.94%
—
Recovery Period
153 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
19.21%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 24% · M 11% · S 66%
—
Number of Stocks
—
—
Portfolio P/E
21.80
—
Top 5 Holdings
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
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%