Portfolio Management Services (PMS)Compare Schemes
Unifi BCAD vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
Unifi BCAD
Xylem Maverick Strategy
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%
9.42%
6 Months
6.88%
52.78%
1 Year
5.29%
27.27%
3 Years
8.34%
—
5 Years
9.52%
—
Since Inception
13.35%
23.72%
Fund Age
8 yrs 3 mo
19 mo
AUM
₹237.35 Cr
₹71.55 Cr
Alpha – 1 Year
0.57%
22.55%
Alpha – 3 Years
−3.75%
—
Information Ratio – 3 Years
-0.44
—
Volatility – 1 Year
19.09%
31.93%
Volatility – 3 Years
16.74%
—
Beta – 1 Year
1.07
1.29
Beta – 3 Years
1.01
—
Sharpe Ratio – 1 Year
0.09
0.74
Sharpe Ratio – 3 Years
0.25
—
Worst Rolling Year
7.37%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−20.73%
−27.01%
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
—
S 96%
Number of Stocks
—
19
Portfolio P/E
—
39.65
Top 5 Holdings
Narayana Hrudayalaya Ltd
Bank of Baroda
Redington Ltd
ITC Ltd
HCL Technologies Ltd
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
—
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%