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Dezerv Corporate Surplus Management Strategy vs FIRST--Conservative strategy

Dezerv Corporate Surplus Management Strategy

FIRST--Conservative strategy

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Return for the risk

1 yr return

10%

15%

Nifty 500 · 5.2%

FIRST--Conservative strategy

7.9% • vol 1%

10%

Volatility • 1 yr deviation

1 Month

0.64%

0.40%

6 Months

3.85%

3.69%

1 Year

7.82%

7.91%

3 Years

—

5 Years

—

Since Inception

8.18%

8.72%

Fund Age

1 yr 11 mo

2 yrs 2 mo

AUM

₹268.89 Cr

₹14.07 Cr

Alpha – 1 Year

2.62%

2.71%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

1.00%

Volatility – 3 Years

—

Beta – 1 Year

—

0.34

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

2.29

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

0.75% / yr

Performance Fee / Plan

10% of profit

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

1% / – / –

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