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Dezerv Alpha Focus Strategy vs FIRST--Moderate strategy

Dezerv Alpha Focus Strategy

FIRST--Moderate strategy

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Return for the risk

1 yr return

10%

15%

Nifty 500 · 4.7%

FIRST--Moderate strategy

8.7% • vol 0.8%

10%

Volatility • 1 yr deviation

1 Month

3.60%

0.61%

6 Months

14.05%

4.10%

1 Year

15.60%

8.70%

3 Years

19.68%

—

5 Years

—

Since Inception

23.29%

9.63%

Fund Age

3 yrs 4 mo

2 yrs 4 mo

AUM

₹1,227.61 Cr

₹98.62 Cr

Alpha – 1 Year

10.88%

3.50%

Alpha – 3 Years

7.59%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

0.83%

Volatility – 3 Years

—

Beta – 1 Year

—

0.26

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

3.58

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

Performance Fee / Plan

10% of profit

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

2% / 1% / –

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