Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Supervalue Aggressive vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Right Horizons - Supervalue Aggressive
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
2.93%
3.07%
6 Months
19.55%
13.63%
1 Year
11.69%
10.76%
3 Years
15.46%
13.00%
5 Years
—
13.13%
Since Inception
23.05%
20.07%
Fund Age
3 yrs 4 mo
10 yrs 11 mo
AUM
₹95.08 Cr
₹942.94 Cr
Alpha – 1 Year
8.71%
6.04%
Alpha – 3 Years
3.58%
0.91%
Information Ratio – 3 Years
0.52
0.27
Volatility – 1 Year
27.25%
18.61%
Volatility – 3 Years
23.29%
17.55%
Beta – 1 Year
1.44
1.02
Beta – 3 Years
1.22
1.01
Sharpe Ratio – 1 Year
0.33
0.35
Sharpe Ratio – 3 Years
0.66
0.49
Worst Rolling Year
15.47%
-10.32%
Value at Worst Rolling Year
₹1.15 Cr
₹0.90 Cr
Deepest Drawdown
−32.01%
−17.59%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
100.00%
95.82%
Median Rolling Year
17.67%
19.87%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 15% · M 3% · S 82%
Number of Stocks
—
—
Portfolio P/E
—
21.50
Top 5 Holdings
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
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
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Fixed Fee
1.00% / yr
—
Performance Fee / Plan
20% of profit, above 8%
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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