Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs Unifi BCAD-2-BREAKOUT 20
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
Unifi BCAD-2-BREAKOUT 20
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.32%
3.01%
6 Months
3.83%
9.93%
1 Year
9.77%
7.49%
3 Years
13.19%
9.34%
5 Years
12.01%
—
Since Inception
14.38%
11.87%
Fund Age
6 yrs 8 mo
4 yrs 7 mo
AUM
₹42.66 Cr
₹1,953.44 Cr
Alpha – 1 Year
3.80%
2.77%
Alpha – 3 Years
2.30%
−2.75%
Information Ratio – 3 Years
0.23
-0.26
Volatility – 1 Year
15.84%
19.15%
Volatility – 3 Years
12.64%
16.91%
Beta – 1 Year
1.56
1.06
Beta – 3 Years
1.48
1.03
Sharpe Ratio – 1 Year
0.32
0.19
Sharpe Ratio – 3 Years
0.70
0.30
Worst Rolling Year
9.09%
8.22%
Value at Worst Rolling Year
₹1.09 Cr
₹1.08 Cr
Deepest Drawdown
−15.18%
−20.91%
Recovery Period
119 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.49%
12.78%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 37% · M 21% · S 27%
L 17% · M 8% · S 75%
Number of Stocks
16
—
Portfolio P/E
—
23.80
Top 5 Holdings
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Redington Ltd
Narayana Hrudayalaya Ltd
Mahindra & Mahindra Ltd
Sagility Ltd
Bank of Baroda
Top Sectors
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
—