Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Flexi Cap vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Right Horizons - Flexi Cap
Unifi APJ 20*
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.94%
3.07%
6 Months
11.49%
13.63%
1 Year
3.89%
10.76%
3 Years
8.19%
13.00%
5 Years
11.02%
13.13%
Since Inception
10.97%
20.07%
Fund Age
13 yrs 8 mo
10 yrs 11 mo
AUM
₹360.51 Cr
₹942.94 Cr
Alpha – 1 Year
0.91%
6.04%
Alpha – 3 Years
−3.69%
0.91%
Information Ratio – 3 Years
-0.18
0.27
Volatility – 1 Year
23.04%
18.61%
Volatility – 3 Years
19.34%
17.55%
Beta – 1 Year
1.26
1.02
Beta – 3 Years
1.17
1.01
Sharpe Ratio – 1 Year
0.04
0.35
Sharpe Ratio – 3 Years
0.30
0.49
Worst Rolling Year
-8.10%
-10.32%
Value at Worst Rolling Year
₹0.92 Cr
₹0.90 Cr
Deepest Drawdown
−30.43%
−17.59%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
95.59%
95.82%
Median Rolling Year
11.30%
19.87%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 33%
L 15% · M 3% · S 82%
Number of Stocks
29
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Portfolio P/E
37.17
21.50
Top 5 Holdings
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
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