Portfolio Management Services (PMS)Compare Schemes
Maximal Income Fund vs Unifi Insider Shadow*
Add SchemeGrowth of ₹1 Crore
Maximal Income Fund
Unifi Insider Shadow*
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 5.5%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.24%
4.21%
6 Months
7.09%
10.07%
1 Year
17.57%
9.44%
3 Years
20.39%
8.18%
5 Years
—
8.16%
Since Inception
19.75%
14.06%
Fund Age
4 yrs 2 mo
16 yrs 4 mo
AUM
₹49.8 Cr
₹85.99 Cr
Alpha – 1 Year
16.32%
4.72%
Alpha – 3 Years
14.92%
−3.91%
Information Ratio – 3 Years
1.66
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Volatility – 1 Year
7.36%
17.03%
Volatility – 3 Years
8.69%
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Beta – 1 Year
1.50
0.92
Beta – 3 Years
0.91
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Sharpe Ratio – 1 Year
1.55
0.30
Sharpe Ratio – 3 Years
1.63
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Worst Rolling Year
18.51%
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Value at Worst Rolling Year
₹1.19 Cr
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Deepest Drawdown
—
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Recovery Period
—
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1-Year Rolling Windows Positive
100.00%
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Median Rolling Year
21.68%
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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
—
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Top 5 Holdings
—
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Top Sectors
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Fixed Fee
1.00% / yr
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Performance Fee / Plan
15% of profit, above 15%
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Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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