Portfolio Management Services (PMS)Compare Schemes
Dezerv Dynamic Debt Strategy vs Dezerv Strategic Holdings in Natural Elements (SHINE)
Add Scheme1 Month
0.82%
8.74%
6 Months
4.85%
−3.23%
1 Year
10.04%
54.66%
3 Years
10.45%
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5 Years
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Since Inception
10.05%
46.32%
Fund Age
2 yrs 6 mo
18 mo
AUM
₹286.26 Cr
₹186.08 Cr
Alpha – 1 Year
4.84%
47.12%
Alpha – 3 Years
3.56%
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Information Ratio – 3 Years
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Volatility – 1 Year
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Volatility – 3 Years
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Beta – 1 Year
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Beta – 3 Years
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Sharpe Ratio – 1 Year
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Sharpe Ratio – 3 Years
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Worst Rolling Year
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Value at Worst Rolling Year
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Deepest Drawdown
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Recovery Period
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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
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%