Portfolio Management Services (PMS)Compare Schemes
Unifi Blended - Rangoli vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Unifi Blended - Rangoli
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
10.91%
13.10%
1 Year
10.45%
18.11%
3 Years
10.60%
14.56%
5 Years
10.74%
8.71%
Since Inception
18.07%
13.67%
Fund Age
9 yrs 2 mo
11 yrs 2 mo
AUM
₹11,464.61 Cr
₹138.06 Cr
Alpha – 1 Year
5.73%
18.46%
Alpha – 3 Years
−1.49%
5.57%
Information Ratio – 3 Years
-0.11
0.62
Volatility – 1 Year
18.78%
22.83%
Volatility – 3 Years
16.83%
16.72%
Beta – 1 Year
1.04
1.29
Beta – 3 Years
1.02
1.00
Sharpe Ratio – 1 Year
0.34
0.61
Sharpe Ratio – 3 Years
0.37
0.55
Worst Rolling Year
4.89%
-8.44%
Value at Worst Rolling Year
₹1.05 Cr
₹0.92 Cr
Deepest Drawdown
−19.94%
−17.10%
Recovery Period
153 days
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
19.21%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 24% · M 11% · S 66%
L 38% · M 14% · S 45%
Number of Stocks
—
18
Portfolio P/E
21.80
38.70
Top 5 Holdings
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
—
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%