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Dezerv Dynamic Debt Plus Strategy vs Dynamic Equities-Bluechip

Dezerv Dynamic Debt Plus Strategy

Dynamic Equities-Bluechip

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Growth of ₹1 Crore

Dezerv Dynamic Debt Plus Strategy

Dynamic Equities-Bluechip

Return for the risk

1 yr return

10%

15%

20%

25%

Nifty 500 · 5.2%

Dynamic Equities-Bluechip

18.1% • vol 19.9%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

0.92%

7.20%

6 Months

5.20%

17.44%

1 Year

11.17%

18.10%

3 Years

11.79%

—

5 Years

—

Since Inception

11.09%

21.12%

Fund Age

3 yrs 5 mo

2 yrs 5 mo

AUM

₹1,666.14 Cr

₹83.78 Cr

Alpha – 1 Year

5.97%

18.45%

Alpha – 3 Years

4.90%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

19.94%

Volatility – 3 Years

—

Beta – 1 Year

—

0.87

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.66

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−12.14%

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

—

53.08

Top 5 Holdings

—

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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