Portfolio Management Services (PMS)
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Dezerv Alpha Focus Strategy vs Dynamic Midcap Mavens

Dezerv Alpha Focus Strategy
Dynamic Midcap Mavens
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Growth of ₹1 Crore
Dezerv Alpha Focus Strategy
Dynamic Midcap Mavens
1 Month
3.60%
4.55%
6 Months
14.05%
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1 Year
15.60%
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3 Years
19.68%
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5 Years
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Since Inception
23.29%
8.03%
Fund Age
3 yrs 4 mo
5 mo
AUM
₹1,227.61 Cr
₹2.59 Cr
Alpha – 1 Year
10.88%
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Alpha – 3 Years
7.59%
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Information Ratio – 3 Years
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Volatility – 1 Year
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Volatility – 3 Years
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Beta – 1 Year
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Beta – 3 Years
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Sharpe Ratio – 1 Year
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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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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
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Number of Stocks
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10
Portfolio P/E
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47.71
Top 5 Holdings
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Top Sectors
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Fixed Fee
1.00% / yr
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Performance Fee / Plan
10% of profit
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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