Portfolio Management Services (PMS)Compare Schemes
Unifi Blended - Rangoli vs White Whale Partners Llp - Rising Star Pf
Add SchemeGrowth of ₹1 Crore
Unifi Blended - Rangoli
White Whale Partners Llp - Rising Star Pf
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%
5.53%
6 Months
10.91%
38.90%
1 Year
10.45%
27.55%
3 Years
10.60%
—
5 Years
10.74%
—
Since Inception
18.07%
21.65%
Fund Age
9 yrs 2 mo
1 yr 10 mo
AUM
₹11,464.61 Cr
₹5.18 Cr
Alpha – 1 Year
5.73%
27.90%
Alpha – 3 Years
−1.49%
—
Information Ratio – 3 Years
-0.11
—
Volatility – 1 Year
18.78%
23.94%
Volatility – 3 Years
16.83%
—
Beta – 1 Year
1.04
1.08
Beta – 3 Years
1.02
—
Sharpe Ratio – 1 Year
0.34
0.91
Sharpe Ratio – 3 Years
0.37
—
Worst Rolling Year
4.89%
—
Value at Worst Rolling Year
₹1.05 Cr
—
Deepest Drawdown
−19.94%
−19.37%
Recovery Period
153 days
Not yet recovered
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%
M 19% · S 76%
Number of Stocks
—
13
Portfolio P/E
21.80
64.30
Top 5 Holdings
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
Cartrade Tech Ltd · 13.56%
One 97 Communications Ltd · 11.13%
Cash & Cash Equivalent · 10.20%
Healthcare Global Enterprises Ltd · 8.82%
ERIS Lifesciences Ltd · 8.59%
Top Sectors
—
Healthcare · 28.18%
Consumer Services · 26.35%
Financial Services · 18.74%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%