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Dalal & Broacha - Long Term Growth vs Dezerv Corporate Surplus Management Strategy

Dalal & Broacha - Long Term Growth

Dezerv Corporate Surplus Management Strategy

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Return for the risk

3 yrs return

10%

15%

20%

NIFTY 50 Total Return Index · 9%

Dalal & Broacha - Long Term Growth

14.8% • vol 17.5%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

0.61%

0.64%

6 Months

11.19%

3.85%

1 Year

4.47%

7.82%

3 Years

14.82%

—

5 Years

12.64%

—

Since Inception

13.38%

8.18%

Fund Age

19 yrs

1 yr 11 mo

AUM

₹1,249 Cr

₹268.89 Cr

Alpha – 1 Year

4.82%

2.62%

Alpha – 3 Years

5.82%

—

Information Ratio – 3 Years

0.87

—

Volatility – 1 Year

21.24%

—

Volatility – 3 Years

17.51%

—

Beta – 1 Year

1.09

—

Beta – 3 Years

1.04

—

Sharpe Ratio – 1 Year

0.05

—

Sharpe Ratio – 3 Years

0.69

—

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

L 40% · M 40% · S 15%

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

2.00% / yr

1.00% / yr

Performance Fee / Plan

Fixed Plan

10% of profit

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

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