Portfolio Management Services (PMS)Compare Schemes
Unifi Blended - Rangoli vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Unifi Blended - Rangoli
WhiteOak Capital Business Leaders
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%
3.42%
6 Months
10.91%
2.89%
1 Year
10.45%
2.59%
3 Years
10.60%
10.39%
5 Years
10.74%
8.86%
Since Inception
18.07%
11.13%
Fund Age
9 yrs 2 mo
5 yrs 6 mo
AUM
₹11,464.61 Cr
₹63.54 Cr
Alpha – 1 Year
5.73%
−0.39%
Alpha – 3 Years
−1.49%
−1.50%
Information Ratio – 3 Years
-0.11
-0.34
Volatility – 1 Year
18.78%
16.68%
Volatility – 3 Years
16.83%
13.79%
Beta – 1 Year
1.04
0.95
Beta – 3 Years
1.02
0.88
Sharpe Ratio – 1 Year
0.34
-0.09
Sharpe Ratio – 3 Years
0.37
0.40
Worst Rolling Year
4.89%
6.98%
Value at Worst Rolling Year
₹1.05 Cr
₹1.07 Cr
Deepest Drawdown
−19.94%
−15.31%
Recovery Period
153 days
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.21%
12.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 24% · M 11% · S 66%
L 69% · M 25% · S 5%
Number of Stocks
—
40
Portfolio P/E
21.80
30.67
Top 5 Holdings
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
ICICI Bank Ltd · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
—
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
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%