Portfolio Management Services (PMS)Compare Schemes
Unifi BCAD vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
Unifi BCAD
Wave-Bloom
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%
−0.67%
6 Months
6.88%
−7.55%
1 Year
5.29%
0.34%
3 Years
8.34%
—
5 Years
9.52%
—
Since Inception
13.35%
12.70%
Fund Age
8 yrs 3 mo
2 yrs 3 mo
AUM
₹237.35 Cr
₹7.52 Cr
Alpha – 1 Year
0.57%
−2.64%
Alpha – 3 Years
−3.75%
—
Information Ratio – 3 Years
-0.44
—
Volatility – 1 Year
19.09%
8.98%
Volatility – 3 Years
16.74%
—
Beta – 1 Year
1.07
0.39
Beta – 3 Years
1.01
—
Sharpe Ratio – 1 Year
0.09
-0.50
Sharpe Ratio – 3 Years
0.25
—
Worst Rolling Year
7.37%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−20.73%
−10.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
19.34%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 71% · M 18% · S 10%
Number of Stocks
—
10
Portfolio P/E
—
15.00
Top 5 Holdings
Narayana Hrudayalaya Ltd
Bank of Baroda
Redington Ltd
ITC Ltd
HCL Technologies Ltd
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
Top Sectors
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Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—