Compare Schemes

Dezerv Dynamic Debt Plus Strategy vs PlusWealth Catalyst

Dezerv Dynamic Debt Plus Strategy

PlusWealth Catalyst

Add Scheme

Growth of ₹1 Crore

Dezerv Dynamic Debt Plus Strategy

PlusWealth Catalyst

1 Month

0.92%

11.18%

6 Months

5.20%

61.92%

1 Year

11.17%

—

3 Years

11.79%

—

5 Years

—

Since Inception

11.09%

80.37%

Fund Age

3 yrs 5 mo

8 mo

AUM

₹1,666.14 Cr

₹4.39 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% / 0% / 0%

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.