Portfolio Management Services (PMS)Compare Schemes
Ksema - Alpha vs Unifi Insider Shadow*
Add SchemeGrowth of ₹1 Crore
Ksema - Alpha
Unifi Insider Shadow*
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.08%
4.21%
6 Months
1.74%
10.07%
1 Year
10.49%
9.44%
3 Years
12.80%
8.18%
5 Years
12.91%
8.16%
Since Inception
15.37%
14.06%
Fund Age
7 yrs 7 mo
16 yrs 4 mo
AUM
₹15.96 Cr
₹85.99 Cr
Alpha – 1 Year
10.84%
4.72%
Alpha – 3 Years
3.80%
−3.91%
Information Ratio – 3 Years
0.47
—
Volatility – 1 Year
19.22%
17.03%
Volatility – 3 Years
17.53%
—
Beta – 1 Year
1.18
0.92
Beta – 3 Years
1.15
—
Sharpe Ratio – 1 Year
0.34
0.30
Sharpe Ratio – 3 Years
0.48
—
Worst Rolling Year
12.46%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−19.38%
—
Recovery Period
275 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
18.63%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 64% · M 15% · S 21%
—
Number of Stocks
38
—
Portfolio P/E
24.65
—
Top 5 Holdings
ICICI Bank Ltd · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
—
Top Sectors
Financial Services · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—