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Dezerv Dynamic Debt Strategy vs Ocean-Avendus Olivo Core Equity Portfolio

Dezerv Dynamic Debt Strategy

Ocean-Avendus Olivo Core Equity Portfolio

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Return for the risk

3 yrs return

10%

15%

Nifty 500 · 6.9%

Ocean-Avendus Olivo Core Equity Portfolio

9% • vol 15%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

0.82%

0.17%

6 Months

4.85%

−0.88%

1 Year

10.04%

−2.91%

3 Years

10.45%

9.00%

5 Years

—

9.07%

Since Inception

10.05%

14.52%

Fund Age

2 yrs 6 mo

6 yrs 2 mo

AUM

₹286.26 Cr

₹209.81 Cr

Alpha – 1 Year

4.84%

−7.63%

Alpha – 3 Years

3.56%

−3.09%

Information Ratio – 3 Years

—

-0.39

Volatility – 1 Year

—

14.71%

Volatility – 3 Years

—

15.04%

Beta – 1 Year

—

0.84

Beta – 3 Years

—

0.90

Sharpe Ratio – 1 Year

—

-0.49

Sharpe Ratio – 3 Years

—

0.35

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

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

1.00% / yr

2.00% / yr

Performance Fee / Plan

10% of profit

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

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