Portfolio Management Services (PMS)Compare Schemes
Dezerv Dynamic Debt Plus Strategy vs Shree dynamic plan
Add SchemeGrowth of ₹1 Crore
Dezerv Dynamic Debt Plus Strategy
Shree dynamic plan
Return for the risk
3 yrs return
0%
5%
10%
Nifty 500 · 6.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.92%
1.81%
6 Months
5.20%
1.04%
1 Year
11.17%
0.26%
3 Years
11.79%
5.24%
5 Years
—
—
Since Inception
11.09%
8.72%
Fund Age
3 yrs 5 mo
3 yrs 3 mo
AUM
₹1,666.14 Cr
₹10.49 Cr
Alpha – 1 Year
5.97%
−5.71%
Alpha – 3 Years
4.90%
−5.66%
Information Ratio – 3 Years
—
-0.42
Volatility – 1 Year
—
12.03%
Volatility – 3 Years
—
9.92%
Beta – 1 Year
—
1.11
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
—
-0.37
Sharpe Ratio – 3 Years
—
0.02
Worst Rolling Year
—
4.93%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
—
−12.18%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
6.41%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
10% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%