Portfolio Management Services (PMS)Compare Schemes
Pace - Secure vs Unifi Insider Shadow*
Add SchemeGrowth of ₹1 Crore
Pace - Secure
Unifi Insider Shadow*
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 9.8%
0%
10%
Volatility • 3 yrs deviation
1 Month
−0.11%
4.21%
6 Months
2.89%
10.07%
1 Year
7.86%
9.44%
3 Years
10.62%
8.18%
5 Years
10.19%
8.16%
Since Inception
9.46%
14.06%
Fund Age
5 yrs 7 mo
16 yrs 4 mo
AUM
₹158.06 Cr
₹85.99 Cr
Alpha – 1 Year
−1.70%
4.72%
Alpha – 3 Years
0.86%
−3.91%
Information Ratio – 3 Years
0.37
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Volatility – 1 Year
1.80%
17.03%
Volatility – 3 Years
3.43%
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Beta – 1 Year
0.81
0.92
Beta – 3 Years
0.63
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Sharpe Ratio – 1 Year
1.30
0.30
Sharpe Ratio – 3 Years
1.53
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Worst Rolling Year
8.14%
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Value at Worst Rolling Year
₹1.08 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
11.61%
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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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