Portfolio Management Services (PMS)Compare Schemes
Unifi Insider Shadow* vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
Unifi Insider Shadow*
Wave-Bloom
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 4.7%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
4.21%
−0.67%
6 Months
10.07%
−7.55%
1 Year
9.44%
0.34%
3 Years
8.18%
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5 Years
8.16%
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Since Inception
14.06%
12.70%
Fund Age
16 yrs 4 mo
2 yrs 3 mo
AUM
₹85.99 Cr
₹7.52 Cr
Alpha – 1 Year
4.72%
−2.64%
Alpha – 3 Years
−3.91%
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Information Ratio – 3 Years
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Volatility – 1 Year
17.03%
8.98%
Volatility – 3 Years
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Beta – 1 Year
0.92
0.39
Beta – 3 Years
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Sharpe Ratio – 1 Year
0.30
-0.50
Sharpe Ratio – 3 Years
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Worst Rolling Year
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Value at Worst Rolling Year
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Deepest Drawdown
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−10.25%
Recovery Period
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Not yet recovered
1-Year Rolling Windows Positive
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Median Rolling Year
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5-Year Rolling Windows Positive
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Market-Cap Mix
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L 71% · M 18% · S 10%
Number of Stocks
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10
Portfolio P/E
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15.00
Top 5 Holdings
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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
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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