Portfolio Management Services (PMS)Compare Schemes
Right Horizons - India Business Leaders vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Right Horizons - India Business Leaders
Unifi APJ 20*
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.11%
3.07%
6 Months
4.12%
13.63%
1 Year
−0.25%
10.76%
3 Years
10.95%
13.00%
5 Years
10.56%
13.13%
Since Inception
10.62%
20.07%
Fund Age
13 yrs 8 mo
10 yrs 11 mo
AUM
₹41.22 Cr
₹942.94 Cr
Alpha – 1 Year
0.18%
6.04%
Alpha – 3 Years
2.39%
0.91%
Information Ratio – 3 Years
0.52
0.27
Volatility – 1 Year
20.61%
18.61%
Volatility – 3 Years
17.57%
17.55%
Beta – 1 Year
1.24
1.02
Beta – 3 Years
1.19
1.01
Sharpe Ratio – 1 Year
-0.18
0.35
Sharpe Ratio – 3 Years
0.46
0.49
Worst Rolling Year
-10.52%
-10.32%
Value at Worst Rolling Year
₹0.89 Cr
₹0.90 Cr
Deepest Drawdown
−22.41%
−17.59%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
93.48%
95.82%
Median Rolling Year
12.26%
19.87%
5-Year Rolling Windows Positive
99.05%
100.00%
Market-Cap Mix
L 70% · M 29%
L 15% · M 3% · S 82%
Number of Stocks
25
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Portfolio P/E
36.71
21.50
Top 5 Holdings
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
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 · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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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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