Portfolio Management Services (PMS)Compare Schemes
Unifi Blended - Rangoli vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Unifi Blended - Rangoli
Wright Factor Fund
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%
10.96%
6 Months
10.91%
14.84%
1 Year
10.45%
16.93%
3 Years
10.60%
—
5 Years
10.74%
—
Since Inception
18.07%
20.33%
Fund Age
9 yrs 2 mo
3 yrs
AUM
₹11,464.61 Cr
₹214.05 Cr
Alpha – 1 Year
5.73%
12.21%
Alpha – 3 Years
−1.49%
—
Information Ratio – 3 Years
-0.11
0.51
Volatility – 1 Year
18.78%
22.29%
Volatility – 3 Years
16.83%
21.03%
Beta – 1 Year
1.04
0.97
Beta – 3 Years
1.02
0.97
Sharpe Ratio – 1 Year
0.34
0.57
Sharpe Ratio – 3 Years
0.37
0.72
Worst Rolling Year
4.89%
18.92%
Value at Worst Rolling Year
₹1.05 Cr
₹1.19 Cr
Deepest Drawdown
−19.94%
−27.91%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.21%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 24% · M 11% · S 66%
L 12% · M 21% · S 55%
Number of Stocks
—
25
Portfolio P/E
21.80
38.40
Top 5 Holdings
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
—
—
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%