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Dezerv Alpha Focus Strategy vs Maxiom PMS - SPARK Small Cap Quality Growth Strategy

Dezerv Alpha Focus Strategy

Maxiom PMS - SPARK Small Cap Quality Growth Strategy

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Return for the risk

1 yr return

10%

Nifty 500 · 4.7%

Maxiom PMS - SPARK Small Cap Quality Growth Strategy

6.5% • vol 26%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

3.60%

3.70%

6 Months

14.05%

20.34%

1 Year

15.60%

6.50%

3 Years

19.68%

12.52%

5 Years

—

Since Inception

23.29%

14.18%

Fund Age

3 yrs 4 mo

3 yrs 2 mo

AUM

₹1,227.61 Cr

₹20.56 Cr

Alpha – 1 Year

10.88%

6.85%

Alpha – 3 Years

7.59%

3.53%

Information Ratio – 3 Years

—

Volatility – 1 Year

—

26.04%

Volatility – 3 Years

—

Beta – 1 Year

—

1.29

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.05

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

—

S 100%

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Bajaj Auto Ltd · 6.00%

Solar Industries India Ltd · 5.64%

Bharat Electronics Ltd · 5.46%

Cholamandalam Investment & Finance Company Ltd · 5.00%

Aditya Birla Capital Ltd · 4.90%

Top Sectors

—

Fixed Fee

1.00% / yr

2.50% / yr

Performance Fee / Plan

10% of profit

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

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