Portfolio Management Services (PMS)Compare Schemes
Unifi Blended - Rangoli vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Unifi Blended - Rangoli
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.17%
3.26%
6 Months
10.91%
4.03%
1 Year
10.45%
0.70%
3 Years
10.60%
10.01%
5 Years
10.74%
8.40%
Since Inception
18.07%
14.84%
Fund Age
9 yrs 2 mo
7 yrs 10 mo
AUM
₹11,464.61 Cr
₹2,937.84 Cr
Alpha – 1 Year
5.73%
−2.28%
Alpha – 3 Years
−1.49%
−1.88%
Information Ratio – 3 Years
-0.11
-0.37
Volatility – 1 Year
18.78%
17.90%
Volatility – 3 Years
16.83%
14.65%
Beta – 1 Year
1.04
1.00
Beta – 3 Years
1.02
0.93
Sharpe Ratio – 1 Year
0.34
-0.18
Sharpe Ratio – 3 Years
0.37
0.35
Worst Rolling Year
4.89%
7.25%
Value at Worst Rolling Year
₹1.05 Cr
₹1.07 Cr
Deepest Drawdown
−19.94%
−18.24%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.21%
15.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 24% · M 11% · S 66%
L 58% · M 15% · S 26%
Number of Stocks
—
71
Portfolio P/E
21.80
31.77
Top 5 Holdings
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
—
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%