Portfolio Management Services (PMS)Compare Schemes
Karvy Capital - Excel vs Unifi Insider Shadow*
Add SchemeGrowth of ₹1 Crore
Karvy Capital - Excel
Unifi Insider Shadow*
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 9.9%
0%
10%
Volatility • 3 yrs deviation
1 Month
0.53%
4.21%
6 Months
5.22%
10.07%
1 Year
8.94%
9.44%
3 Years
10.33%
8.18%
5 Years
10.77%
8.16%
Since Inception
10.49%
14.06%
Fund Age
9 yrs 9 mo
16 yrs 4 mo
AUM
₹67.62 Cr
₹85.99 Cr
Alpha – 1 Year
−0.44%
4.72%
Alpha – 3 Years
0.76%
−3.91%
Information Ratio – 3 Years
0.44
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Volatility – 1 Year
2.31%
17.03%
Volatility – 3 Years
1.38%
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Beta – 1 Year
0.41
0.92
Beta – 3 Years
0.46
—
Sharpe Ratio – 1 Year
1.46
0.30
Sharpe Ratio – 3 Years
3.36
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Worst Rolling Year
9.87%
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Value at Worst Rolling Year
₹1.10 Cr
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Deepest Drawdown
—
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Recovery Period
—
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1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
10.78%
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5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
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Number of Stocks
17
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Portfolio P/E
—
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Top 5 Holdings
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
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Top Sectors
Others · 99.75%
Government · 0.23%
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Fixed Fee
1.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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