Portfolio Management Services (PMS)Compare Schemes
Unifi APJ 20* vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Unifi APJ 20*
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
13.63%
13.10%
1 Year
10.76%
18.11%
3 Years
13.00%
14.56%
5 Years
13.13%
8.71%
Since Inception
20.07%
13.67%
Fund Age
10 yrs 11 mo
11 yrs 2 mo
AUM
₹942.94 Cr
₹138.06 Cr
Alpha – 1 Year
6.04%
18.46%
Alpha – 3 Years
0.91%
5.57%
Information Ratio – 3 Years
0.27
0.62
Volatility – 1 Year
18.61%
22.83%
Volatility – 3 Years
17.55%
16.72%
Beta – 1 Year
1.02
1.29
Beta – 3 Years
1.01
1.00
Sharpe Ratio – 1 Year
0.35
0.61
Sharpe Ratio – 3 Years
0.49
0.55
Worst Rolling Year
-10.32%
-8.44%
Value at Worst Rolling Year
₹0.90 Cr
₹0.92 Cr
Deepest Drawdown
−17.59%
−17.10%
Recovery Period
518 days
115 days
1-Year Rolling Windows Positive
95.82%
92.53%
Median Rolling Year
19.87%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 3% · S 82%
L 38% · M 14% · S 45%
Number of Stocks
—
18
Portfolio P/E
21.50
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
—
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
2% of profit
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%