Portfolio Management Services (PMS)Compare Schemes
Shree dynamic plan vs Unifi Insider Shadow*
Add SchemeGrowth of ₹1 Crore
Shree dynamic plan
Unifi Insider Shadow*
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 10.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.81%
4.21%
6 Months
1.04%
10.07%
1 Year
0.26%
9.44%
3 Years
5.24%
8.18%
5 Years
—
8.16%
Since Inception
8.72%
14.06%
Fund Age
3 yrs 3 mo
16 yrs 4 mo
AUM
₹10.49 Cr
₹85.99 Cr
Alpha – 1 Year
−5.71%
4.72%
Alpha – 3 Years
−5.66%
−3.91%
Information Ratio – 3 Years
-0.42
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Volatility – 1 Year
12.03%
17.03%
Volatility – 3 Years
9.92%
—
Beta – 1 Year
1.11
0.92
Beta – 3 Years
1.06
—
Sharpe Ratio – 1 Year
-0.37
0.30
Sharpe Ratio – 3 Years
0.02
—
Worst Rolling Year
4.93%
—
Value at Worst Rolling Year
₹1.05 Cr
—
Deepest Drawdown
−12.18%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
6.41%
—
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
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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