Portfolio Management Services (PMS)Compare Schemes
Dezerv Alpha Focus Strategy vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
Dezerv Alpha Focus Strategy
MOAT - Emerging Moat
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%
2.64%
6 Months
14.05%
5.29%
1 Year
15.60%
2.64%
3 Years
19.68%
8.64%
5 Years
—
—
Since Inception
23.29%
12.31%
Fund Age
3 yrs 4 mo
3 yrs 11 mo
AUM
₹1,227.61 Cr
₹56.94 Cr
Alpha – 1 Year
10.88%
−2.08%
Alpha – 3 Years
7.59%
−3.45%
Information Ratio – 3 Years
—
-0.33
Volatility – 1 Year
—
19.56%
Volatility – 3 Years
—
17.76%
Beta – 1 Year
—
1.08
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
—
-0.05
Sharpe Ratio – 3 Years
—
0.31
Worst Rolling Year
—
8.64%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
—
−25.57%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.83%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
Top Sectors
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—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
10% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%