Portfolio Management Services (PMS)Compare Schemes
Pace - Flexi vs Unifi Insider Shadow*
Add SchemeGrowth of ₹1 Crore
Pace - Flexi
Unifi Insider Shadow*
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.3%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.57%
4.21%
6 Months
3.80%
10.07%
1 Year
20.95%
9.44%
3 Years
16.43%
8.18%
5 Years
15.76%
8.16%
Since Inception
14.79%
14.06%
Fund Age
5 yrs 8 mo
16 yrs 4 mo
AUM
₹116.87 Cr
₹85.99 Cr
Alpha – 1 Year
13.41%
4.72%
Alpha – 3 Years
5.18%
−3.91%
Information Ratio – 3 Years
0.32
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Volatility – 1 Year
9.08%
17.03%
Volatility – 3 Years
12.28%
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Beta – 1 Year
0.54
0.92
Beta – 3 Years
0.90
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Sharpe Ratio – 1 Year
1.56
0.30
Sharpe Ratio – 3 Years
0.88
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Worst Rolling Year
10.68%
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Value at Worst Rolling Year
₹1.11 Cr
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Deepest Drawdown
−18.39%
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Recovery Period
200 days
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1-Year Rolling Windows Positive
100.00%
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Median Rolling Year
16.68%
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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
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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
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
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