Portfolio Management Services (PMS)Compare Schemes
Dezerv Strategic Holdings in Natural Elements (SHINE) vs Unifi Insider Shadow*
Add SchemeReturn for the risk
1 yr return
0%
5%
10%
15%
Nifty 500 · 7.5%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
8.74%
4.21%
6 Months
−3.23%
10.07%
1 Year
54.66%
9.44%
3 Years
—
8.18%
5 Years
—
8.16%
Since Inception
46.32%
14.06%
Fund Age
18 mo
16 yrs 4 mo
AUM
₹186.08 Cr
₹85.99 Cr
Alpha – 1 Year
47.12%
4.72%
Alpha – 3 Years
—
−3.91%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
17.03%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.92
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.30
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
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Median Rolling Year
—
—
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
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—
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
10% of profit
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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