Portfolio Management Services (PMS)Compare Schemes
Ionic Yield Enhancer Strategy vs Unifi Insider Shadow*
Add SchemeGrowth of ₹1 Crore
Ionic Yield Enhancer Strategy
Unifi Insider Shadow*
Return for the risk
1 yr return
0%
5%
10%
15%
Nifty 500 · 4.5%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.87%
4.21%
6 Months
5.59%
10.07%
1 Year
10.75%
9.44%
3 Years
—
8.18%
5 Years
—
8.16%
Since Inception
11.81%
14.06%
Fund Age
17 mo
16 yrs 4 mo
AUM
₹145.04 Cr
₹85.99 Cr
Alpha – 1 Year
6.28%
4.72%
Alpha – 3 Years
—
−3.91%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
0.88%
17.03%
Volatility – 3 Years
—
—
Beta – 1 Year
0.14
0.92
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
5.51
0.30
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
20
—
Portfolio P/E
—
—
Top 5 Holdings
Keertana Finserv · 17.00%
Earlysalary · 15.00%
Indel Money · 12.00%
UGRO Capital · 7.00%
Manba Finance · 6.00%
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Top Sectors
—
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Fixed Fee
1.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0.5% / – / –
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