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Dezerv Corporate Surplus Management Strategy vs Shriram Future GEMS

Dezerv Corporate Surplus Management Strategy

Shriram Future GEMS

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Growth of ₹1 Crore

Dezerv Corporate Surplus Management Strategy

Shriram Future GEMS

Return for the risk

1 yr return

10%

15%

20%

25%

30%

Nifty 500 · 5.2%

Shriram Future GEMS

25.5% • vol 16.9%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

0.64%

2.93%

6 Months

3.85%

1.59%

1 Year

7.82%

25.48%

3 Years

—

5 Years

—

Since Inception

8.18%

30.29%

Fund Age

1 yr 11 mo

18 mo

AUM

₹268.89 Cr

₹0.8 Cr

Alpha – 1 Year

2.62%

25.83%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

16.88%

Volatility – 3 Years

—

Beta – 1 Year

—

0.86

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

1.13

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−15.67%

Recovery Period

—

Not yet recovered

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

—

Bank of Maharashtra · 6.58%

CSB Bank Ltd · 6.35%

ASK Automotive Ltd · 5.98%

State Bank of India · 5.81%

Samvardhana Motherson International Ltd · 5.69%

Top Sectors

—

Fixed Fee

1.00% / yr

—

Performance Fee / Plan

10% of profit

—

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

—

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