Portfolio Management Services (PMS)Compare Schemes
Unifi Insider Shadow* vs Valtrust equity hybrid funds
Add SchemeGrowth of ₹1 Crore
Unifi Insider Shadow*
Valtrust equity hybrid funds
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
4.21%
1.21%
6 Months
10.07%
−0.18%
1 Year
9.44%
13.93%
3 Years
8.18%
17.19%
5 Years
8.16%
—
Since Inception
14.06%
19.70%
Fund Age
16 yrs 4 mo
3 yrs 5 mo
AUM
₹85.99 Cr
₹1.75 Cr
Alpha – 1 Year
4.72%
9.34%
Alpha – 3 Years
−3.91%
7.74%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.03%
11.62%
Volatility – 3 Years
—
9.82%
Beta – 1 Year
0.92
0.83
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.30
0.73
Sharpe Ratio – 3 Years
—
1.14
Worst Rolling Year
—
16.78%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
—
−9.12%
Recovery Period
—
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.03%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%