Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Perennial vs Unifi BCAD-2-BREAKOUT 20
Add SchemeGrowth of ₹1 Crore
Right Horizons - Perennial
Unifi BCAD-2-BREAKOUT 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%
3.01%
6 Months
11.46%
9.93%
1 Year
8.21%
7.49%
3 Years
12.09%
9.34%
5 Years
11.81%
—
Since Inception
13.34%
11.87%
Fund Age
5 yrs 3 mo
4 yrs 7 mo
AUM
₹34.29 Cr
₹1,953.44 Cr
Alpha – 1 Year
5.23%
2.77%
Alpha – 3 Years
0.21%
−2.75%
Information Ratio – 3 Years
0.17
-0.26
Volatility – 1 Year
24.84%
19.15%
Volatility – 3 Years
21.42%
16.91%
Beta – 1 Year
1.25
1.06
Beta – 3 Years
1.08
1.03
Sharpe Ratio – 1 Year
0.21
0.19
Sharpe Ratio – 3 Years
0.49
0.30
Worst Rolling Year
7.11%
8.22%
Value at Worst Rolling Year
₹1.07 Cr
₹1.08 Cr
Deepest Drawdown
−34.77%
−20.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.26%
12.78%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 5% · M 7% · S 69%
L 17% · M 8% · S 75%
Number of Stocks
37
—
Portfolio P/E
52.15
23.80
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
Narayana Hrudayalaya Ltd
Mahindra & Mahindra Ltd
Sagility Ltd
Bank of Baroda
Top Sectors
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2.5% / 0% / 0%
—