Portfolio Management Services (PMS)Compare Schemes
Dezerv Dynamic Debt Plus Strategy vs SHREE SMART MARKET PLAN
Add SchemeGrowth of ₹1 Crore
Dezerv Dynamic Debt Plus Strategy
SHREE SMART MARKET PLAN
Return for the risk
3 yrs return
0%
5%
10%
Nifty 500 · 6.9%
10%
20%
30%
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
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Since Inception
11.09%
8.72%
Fund Age
3 yrs 5 mo
4 yrs 3 mo
AUM
₹1,666.14 Cr
₹53.49 Cr
Alpha – 1 Year
5.97%
0.69%
Alpha – 3 Years
4.90%
−3.33%
Information Ratio – 3 Years
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Volatility – 1 Year
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17.93%
Volatility – 3 Years
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23.60%
Beta – 1 Year
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1.08
Beta – 3 Years
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Sharpe Ratio – 1 Year
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0.06
Sharpe Ratio – 3 Years
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0.67
Worst Rolling Year
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Value at Worst Rolling Year
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Deepest Drawdown
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−13.25%
Recovery Period
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92 days
1-Year Rolling Windows Positive
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Median Rolling Year
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5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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Top Sectors
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Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
10% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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