Portfolio Management Services (PMS)Compare Schemes
Chatur Amrit Kaal Fund vs Dezerv Strategic Holdings in Natural Elements (SHINE)
Add SchemeGrowth of ₹1 Crore
Chatur Amrit Kaal Fund
Dezerv Strategic Holdings in Natural Elements (SHINE)
Return for the risk
1 yr return
0%
5%
10%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.06%
8.74%
6 Months
4.58%
−3.23%
1 Year
5.92%
54.66%
3 Years
—
—
5 Years
—
—
Since Inception
7.28%
46.32%
Fund Age
7 mo
18 mo
AUM
₹119.65 Cr
₹186.08 Cr
Alpha – 1 Year
—
47.12%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
—
Volatility – 3 Years
—
—
Beta – 1 Year
—
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
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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
L 72% · M 12% · S 15%
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Number of Stocks
35
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Portfolio P/E
—
—
Top 5 Holdings
Jaro Institute of Technol. Mgt. and Research Ltd · 6.44%
Divis Laboratories Ltd · 6.02%
Reliance Industries Ltd · 5.96%
ICICI Bank Ltd · 5.73%
Bajaj Finance Ltd · 5.33%
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Top Sectors
Financial Services · 23.93%
Automobile and Auto Components · 14.33%
Capital Goods · 11.32%
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Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%