Portfolio Management Services (PMS)Compare Schemes
Unifi BCAD-2-BREAKOUT 20 vs Unifi Insider Shadow*
Add SchemeGrowth of ₹1 Crore
Unifi BCAD-2-BREAKOUT 20
Unifi Insider Shadow*
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.01%
4.21%
6 Months
9.93%
10.07%
1 Year
7.49%
9.44%
3 Years
9.34%
8.18%
5 Years
—
8.16%
Since Inception
11.87%
14.06%
Fund Age
4 yrs 7 mo
16 yrs 4 mo
AUM
₹1,953.44 Cr
₹85.99 Cr
Alpha – 1 Year
2.77%
4.72%
Alpha – 3 Years
−2.75%
−3.91%
Information Ratio – 3 Years
-0.26
—
Volatility – 1 Year
19.15%
17.03%
Volatility – 3 Years
16.91%
—
Beta – 1 Year
1.06
0.92
Beta – 3 Years
1.03
—
Sharpe Ratio – 1 Year
0.19
0.30
Sharpe Ratio – 3 Years
0.30
—
Worst Rolling Year
8.22%
—
Value at Worst Rolling Year
₹1.08 Cr
—
Deepest Drawdown
−20.91%
—
Recovery Period
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 8% · S 75%
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Number of Stocks
—
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Portfolio P/E
23.80
—
Top 5 Holdings
Redington Ltd
Narayana Hrudayalaya Ltd
Mahindra & Mahindra Ltd
Sagility Ltd
Bank of Baroda
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Top Sectors
—
—
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
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