Portfolio Management Services (PMS)Compare Schemes
Profusion Multi Strategy PMS vs Unifi BCAD-2-BREAKOUT 20
Add SchemeGrowth of ₹1 Crore
Profusion Multi Strategy PMS
Unifi BCAD-2-BREAKOUT 20
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.32%
3.01%
6 Months
4.47%
9.93%
1 Year
−9.70%
7.49%
3 Years
—
9.34%
5 Years
—
—
Since Inception
13.40%
11.87%
Fund Age
2 yrs 8 mo
4 yrs 7 mo
AUM
₹11.72 Cr
₹1,953.44 Cr
Alpha – 1 Year
−4.20%
2.77%
Alpha – 3 Years
—
−2.75%
Information Ratio – 3 Years
—
-0.26
Volatility – 1 Year
9.16%
19.15%
Volatility – 3 Years
—
16.91%
Beta – 1 Year
0.51
1.06
Beta – 3 Years
—
1.03
Sharpe Ratio – 1 Year
-1.67
0.19
Sharpe Ratio – 3 Years
—
0.30
Worst Rolling Year
—
8.22%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−14.15%
−20.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.78%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 17% · M 21% · S 9%
L 17% · M 8% · S 75%
Number of Stocks
—
—
Portfolio P/E
—
23.80
Top 5 Holdings
Grasim Industries Ltd · 5.70%
Karnataka Bank Ltd · 4.60%
Mahindra & Mahindra Ltd · 4.50%
Piramal Enterprises Limited · 3.80%
Karur Vysya Bank Ltd · 3.80%
Redington Ltd
Narayana Hrudayalaya Ltd
Mahindra & Mahindra Ltd
Sagility Ltd
Bank of Baroda
Top Sectors
Financial Services · 14.50%
Construction Materials · 7.40%
Automobile and Auto Components · 4.50%
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—