Portfolio Management Services (PMS)Compare Schemes
Dezerv Alpha Focus Strategy vs KEDIA - Multi Cap
Add SchemeGrowth of ₹1 Crore
Dezerv Alpha Focus Strategy
KEDIA - Multi Cap
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.60%
2.23%
6 Months
14.05%
7.97%
1 Year
15.60%
6.21%
3 Years
19.68%
12.78%
5 Years
—
14.19%
Since Inception
23.29%
16.41%
Fund Age
3 yrs 4 mo
7 yrs 3 mo
AUM
₹1,227.61 Cr
₹115.97 Cr
Alpha – 1 Year
10.88%
1.49%
Alpha – 3 Years
7.59%
0.69%
Information Ratio – 3 Years
—
0.20
Volatility – 1 Year
—
15.75%
Volatility – 3 Years
—
15.69%
Beta – 1 Year
—
0.82
Beta – 3 Years
—
0.88
Sharpe Ratio – 1 Year
—
0.12
Sharpe Ratio – 3 Years
—
0.51
Worst Rolling Year
—
11.84%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
—
−23.37%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.02%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
35
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
10% of profit
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%