Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Perennial vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Right Horizons - Perennial
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
−0.19%
3.07%
6 Months
11.46%
13.63%
1 Year
8.21%
10.76%
3 Years
12.09%
13.00%
5 Years
11.81%
13.13%
Since Inception
13.34%
20.07%
Fund Age
5 yrs 3 mo
10 yrs 11 mo
AUM
₹34.29 Cr
₹942.94 Cr
Alpha – 1 Year
5.23%
6.04%
Alpha – 3 Years
0.21%
0.91%
Information Ratio – 3 Years
0.17
0.27
Volatility – 1 Year
24.84%
18.61%
Volatility – 3 Years
21.42%
17.55%
Beta – 1 Year
1.25
1.02
Beta – 3 Years
1.08
1.01
Sharpe Ratio – 1 Year
0.21
0.35
Sharpe Ratio – 3 Years
0.49
0.49
Worst Rolling Year
7.11%
-10.32%
Value at Worst Rolling Year
₹1.07 Cr
₹0.90 Cr
Deepest Drawdown
−34.77%
−17.59%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
100.00%
95.82%
Median Rolling Year
18.26%
19.87%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 5% · M 7% · S 69%
L 15% · M 3% · S 82%
Number of Stocks
37
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Portfolio P/E
52.15
21.50
Top 5 Holdings
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
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
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2.5% / 0% / 0%
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