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Omni Captains vs Unifi Insider Shadow*

Omni Captains

Unifi Insider Shadow*

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Growth of ₹1 Crore

Omni Captains

Unifi Insider Shadow*

Return for the risk

1 yr return

10%

15%

Unifi Insider Shadow*

9.4% • vol 17%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

−1.52%

4.21%

6 Months

1.67%

10.07%

1 Year

—

9.44%

3 Years

—

8.18%

5 Years

—

8.16%

Since Inception

2.75%

14.06%

Fund Age

8 mo

16 yrs 4 mo

AUM

₹0.5 Cr

₹85.99 Cr

Alpha – 1 Year

—

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

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

L 53% · M 28% · S 20%

—

Number of Stocks

—

Portfolio P/E

8.80

—

Top 5 Holdings

HDFC Bank Ltd · 5.50%

Rites Ltd · 3.94%

Bank of Baroda · 3.94%

PNB Housing Finance Ltd · 3.94%

NLC India Ltd · 3.94%

—

Top Sectors

Financial Services · 76.38%

Capital Goods · 7.88%

Construction · 7.88%

—

Fixed Fee

2.50% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

3% / 2% / 1%

—

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