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Dezerv Alpha Focus Strategy vs Equentis Concentrated Portfolio

Dezerv Alpha Focus Strategy

Equentis Concentrated Portfolio

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Growth of ₹1 Crore

Dezerv Alpha Focus Strategy

Equentis Concentrated Portfolio

Return for the risk

1 yr return

10%

Nifty 500 · 4.7%

Equentis Concentrated Portfolio

4.4% • vol 15.9%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

3.60%

2.11%

6 Months

14.05%

6.51%

1 Year

15.60%

4.40%

3 Years

19.68%

—

5 Years

—

Since Inception

23.29%

5.71%

Fund Age

3 yrs 4 mo

18 mo

AUM

₹1,227.61 Cr

₹24.25 Cr

Alpha – 1 Year

10.88%

4.75%

Alpha – 3 Years

7.59%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

15.94%

Volatility – 3 Years

—

Beta – 1 Year

—

0.93

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.02

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−14.84%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 56% · M 22% · S 19%

Number of Stocks

—

Portfolio P/E

—

41.96

Top 5 Holdings

—

Cash & Cash Equivalent · 7.76%

State Bank of India · 4.90%

Nippon India ETF Nifty PSU Bank BeES · 4.32%

Lenskart Solutions Ltd · 3.99%

ICICI Pru Nifty Metal ETF · 3.85%

Top Sectors

—

Financial Services · 30.22%

Consumer Services · 10.32%

Healthcare · 9.79%

Fixed Fee

1.00% / yr

2.25% / yr

Performance Fee / Plan

10% of profit

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

3% / 2% / 1%

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