Portfolio Management Services (PMS)Compare Schemes
Dezerv Dynamic Debt Plus Strategy vs Tradeswift - Sparkling Gems
Add SchemeGrowth of ₹1 Crore
Dezerv Dynamic Debt Plus Strategy
Tradeswift - Sparkling Gems
1 Month
0.92%
−0.05%
6 Months
5.20%
23.02%
1 Year
11.17%
—
3 Years
11.79%
—
5 Years
—
—
Since Inception
11.09%
13.86%
Fund Age
3 yrs 5 mo
10 mo
AUM
₹1,666.14 Cr
₹13.6 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
—
S 97%
Number of Stocks
—
29
Portfolio P/E
—
26.06
Top 5 Holdings
—
Goldiam International Ltd · 7.05%
Grindwell Norton Ltd · 4.59%
RPG Life Sciences Ltd · 4.39%
Action Construction Equipment Ltd · 4.38%
Enviro Infra Engineers Ltd · 4.35%
Top Sectors
—
Capital Goods · 20.02%
Consumer Durables · 11.07%
Financial Services · 10.96%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
10% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1.5% / 1%