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Dezerv Dynamic Debt Plus Strategy vs Dolat Quantum Leap

Dezerv Dynamic Debt Plus Strategy

Dolat Quantum Leap

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1 Month

0.92%

6.28%

6 Months

5.20%

10.96%

1 Year

11.17%

—

3 Years

11.79%

—

5 Years

—

Since Inception

11.09%

12.86%

Fund Age

3 yrs 5 mo

9 mo

AUM

₹1,666.14 Cr

₹21.51 Cr

Alpha – 1 Year

5.97%

—

Alpha – 3 Years

4.90%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

Volatility – 3 Years

—

Beta – 1 Year

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

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

2.50% / yr

Performance Fee / Plan

10% of profit

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

1% / – / –

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