PMS · Equity · Mid Cap
Unifi Insider Shadow*
Fund size₹86 Cr
IRRSince inception14.06%
3Y return8.18%
Fund age16 yrs 4 mo
Fund Manager
Sarath K Reddy
Sarath K Reddy
Fund Manager, PMS, Unifi
In a career spanning 25 years, Mr. Sarath Reddy has to lead a variety of functions in the field of Investments. Having started his career in Mumbai with Standard Chartered Bank, he took the first opportunity that came along to turn into an entrepreneur. Mr. Sarath Reddy along with a highly experienced team of professionals founded Unifi Capital in 2001. As a Chief Investment Officer, he works very closely with the research analysts and fund management team to deliver unmatched performance.
Managing AUM₹86 Cr
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Unifi Insider Shadow*—9.44%−1.29%8.18%8.16%14.06%
Nifty 500−7.78%4.72%−0.11%12.09%10.91%12.40%
Excess over benchmark—4.72%−1.18%−3.91%−2.75%1.66%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date.
Risk : What you take on to earn the return
Volatility
17.03%
Benchmark approx 15.92%
A standard deviation reflecting historical swings.
Sensitivity
0.92
Beta vs benchmark 1.00 · 8% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.30
Sharpe
Excess return gained per unit of volatility.
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