Portfolio Management Services (PMS)Compare Schemes
Dezerv Dynamic Debt Strategy vs Emkay SMID Cap Growth Engine Portfolio
Add SchemeGrowth of ₹1 Crore
Dezerv Dynamic Debt Strategy
Emkay SMID Cap Growth Engine Portfolio
Return for the risk
1 yr return
0%
5%
10%
Nifty 500 · 5.2%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
0.82%
1.20%
6 Months
4.85%
13.72%
1 Year
10.04%
3.07%
3 Years
10.45%
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5 Years
—
—
Since Inception
10.05%
−0.94%
Fund Age
2 yrs 6 mo
14 mo
AUM
₹286.26 Cr
₹136.71 Cr
Alpha – 1 Year
4.84%
−1.65%
Alpha – 3 Years
3.56%
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Information Ratio – 3 Years
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Volatility – 1 Year
—
26.76%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.44
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.05
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
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−22.05%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
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Median Rolling Year
—
—
5-Year Rolling Windows Positive
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Market-Cap Mix
—
M 20% · S 80%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
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Aegis Vopak Terminals Ltd · 0.00%
IndusInd Bank Ltd · 0.00%
Max Financial Services Ltd · 0.00%
Styrenix Performance Materials Ltd · 0.00%
Lumax Auto Technologies Ltd · 0.00%
Top Sectors
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Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
10% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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