Portfolio Management Services (PMS)Compare Schemes
Unifi APJ 20* vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
Unifi APJ 20*
Wave-Bloom
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.07%
−0.67%
6 Months
13.63%
−7.55%
1 Year
10.76%
0.34%
3 Years
13.00%
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5 Years
13.13%
—
Since Inception
20.07%
12.70%
Fund Age
10 yrs 11 mo
2 yrs 3 mo
AUM
₹942.94 Cr
₹7.52 Cr
Alpha – 1 Year
6.04%
−2.64%
Alpha – 3 Years
0.91%
—
Information Ratio – 3 Years
0.27
—
Volatility – 1 Year
18.61%
8.98%
Volatility – 3 Years
17.55%
—
Beta – 1 Year
1.02
0.39
Beta – 3 Years
1.01
—
Sharpe Ratio – 1 Year
0.35
-0.50
Sharpe Ratio – 3 Years
0.49
—
Worst Rolling Year
-10.32%
—
Value at Worst Rolling Year
₹0.90 Cr
—
Deepest Drawdown
−17.59%
−10.25%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
95.82%
—
Median Rolling Year
19.87%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 15% · M 3% · S 82%
L 71% · M 18% · S 10%
Number of Stocks
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10
Portfolio P/E
21.50
15.00
Top 5 Holdings
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%
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
Top Sectors
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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