Portfolio Management Services (PMS)Compare Schemes
Unifi Blended - Rangoli vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Unifi Blended - Rangoli
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.17%
0.30%
6 Months
10.91%
26.99%
1 Year
10.45%
26.29%
3 Years
10.60%
27.01%
5 Years
10.74%
—
Since Inception
18.07%
35.84%
Fund Age
9 yrs 2 mo
4 yrs 3 mo
AUM
₹11,464.61 Cr
₹521.91 Cr
Alpha – 1 Year
5.73%
28.33%
Alpha – 3 Years
−1.49%
20.36%
Information Ratio – 3 Years
-0.11
—
Volatility – 1 Year
18.78%
31.27%
Volatility – 3 Years
16.83%
25.96%
Beta – 1 Year
1.04
—
Beta – 3 Years
1.02
—
Sharpe Ratio – 1 Year
0.34
0.72
Sharpe Ratio – 3 Years
0.37
0.85
Worst Rolling Year
4.89%
27.02%
Value at Worst Rolling Year
₹1.05 Cr
₹1.27 Cr
Deepest Drawdown
−19.94%
−26.38%
Recovery Period
153 days
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.21%
36.88%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 24% · M 11% · S 66%
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Number of Stocks
—
49
Portfolio P/E
21.80
21.17
Top 5 Holdings
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
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Top Sectors
—
—
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—