Portfolio Management Services (PMS)Compare Schemes
Unifi Insider Shadow* vs Valcreate Lifesciences and Specialty Opportunities
Add SchemeReturn for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.21%
6.35%
6 Months
10.07%
17.95%
1 Year
9.44%
21.71%
3 Years
8.18%
19.34%
5 Years
8.16%
—
Since Inception
14.06%
19.34%
Fund Age
16 yrs 4 mo
3 yrs 6 mo
AUM
₹85.99 Cr
₹18.73 Cr
Alpha – 1 Year
4.72%
16.99%
Alpha – 3 Years
−3.91%
7.25%
Information Ratio – 3 Years
—
0.85
Volatility – 1 Year
17.03%
22.22%
Volatility – 3 Years
—
20.72%
Beta – 1 Year
0.92
0.87
Beta – 3 Years
—
0.89
Sharpe Ratio – 1 Year
0.30
0.75
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
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Sharda Cropchem Ltd · 11.13%
Kwality Pharmaceuticals Ltd · 5.72%
Sumitomo Chemical India Ltd · 5.72%
Vinati Organics Ltd · 5.51%
Rallis India Ltd · 5.34%
Top Sectors
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Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%