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AMETRA - FACTORINCOME PMS vs Unifi Insider Shadow*

AMETRA - FACTORINCOME PMS

Unifi Insider Shadow*

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Growth of ₹1 Crore

AMETRA - FACTORINCOME PMS

Unifi Insider Shadow*

Return for the risk

1 yr return

10%

15%

Nifty 500 · 6.8%

AMETRA - FACTORINCOME PMS

9.9% • vol 6.8%

Unifi Insider Shadow*

9.4% • vol 17%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

0.10%

4.21%

6 Months

−0.94%

10.07%

1 Year

9.87%

9.44%

3 Years

—

8.18%

5 Years

—

8.16%

Since Inception

5.98%

14.06%

Fund Age

1 yr 10 mo

16 yrs 4 mo

AUM

₹18.36 Cr

₹85.99 Cr

Alpha – 1 Year

3.02%

4.72%

Alpha – 3 Years

—

−3.91%

Information Ratio – 3 Years

—

Volatility – 1 Year

6.77%

17.03%

Volatility – 3 Years

—

Beta – 1 Year

0.61

0.92

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.65

0.30

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−90.18%

—

Recovery Period

Not yet recovered

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

2.00% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

1% / – / –

—

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