Portfolio Management Services (PMS)Compare Schemes
Dezerv Alpha Focus Strategy vs Dezerv Strategic Holdings in Natural Elements (SHINE)
Add Scheme1 Month
3.60%
8.74%
6 Months
14.05%
−3.23%
1 Year
15.60%
54.66%
3 Years
19.68%
—
5 Years
—
—
Since Inception
23.29%
46.32%
Fund Age
3 yrs 4 mo
18 mo
AUM
₹1,227.61 Cr
₹186.08 Cr
Alpha – 1 Year
10.88%
47.12%
Alpha – 3 Years
7.59%
—
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
—
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
10% of profit
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%