Portfolio Management Services (PMS)Compare Schemes
Unifi BCAD vs Unifi BCAD-2-BREAKOUT 20
Add SchemeGrowth of ₹1 Crore
Unifi BCAD
Unifi BCAD-2-BREAKOUT 20
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
3.01%
6 Months
6.88%
9.93%
1 Year
5.29%
7.49%
3 Years
8.34%
9.34%
5 Years
9.52%
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Since Inception
13.35%
11.87%
Fund Age
8 yrs 3 mo
4 yrs 7 mo
AUM
₹237.35 Cr
₹1,953.44 Cr
Alpha – 1 Year
0.57%
2.77%
Alpha – 3 Years
−3.75%
−2.75%
Information Ratio – 3 Years
-0.44
-0.26
Volatility – 1 Year
19.09%
19.15%
Volatility – 3 Years
16.74%
16.91%
Beta – 1 Year
1.07
1.06
Beta – 3 Years
1.01
1.03
Sharpe Ratio – 1 Year
0.09
0.19
Sharpe Ratio – 3 Years
0.25
0.30
Worst Rolling Year
7.37%
8.22%
Value at Worst Rolling Year
₹1.07 Cr
₹1.08 Cr
Deepest Drawdown
−20.73%
−20.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.34%
12.78%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
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L 17% · M 8% · S 75%
Number of Stocks
—
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Portfolio P/E
—
23.80
Top 5 Holdings
Narayana Hrudayalaya Ltd
Bank of Baroda
Redington Ltd
ITC Ltd
HCL Technologies Ltd
Redington Ltd
Narayana Hrudayalaya Ltd
Mahindra & Mahindra Ltd
Sagility Ltd
Bank of Baroda
Top Sectors
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Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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