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Dezerv Dynamic Debt Strategy vs Prabhudas Lilladher - Trinity

Dezerv Dynamic Debt Strategy

Prabhudas Lilladher - Trinity

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Growth of ₹1 Crore

Dezerv Dynamic Debt Strategy

Prabhudas Lilladher - Trinity

1 Month

0.82%

10.07%

6 Months

4.85%

—

1 Year

10.04%

—

3 Years

10.45%

—

5 Years

—

Since Inception

10.05%

10.03%

Fund Age

2 yrs 6 mo

1 mo

AUM

₹286.26 Cr

—

Alpha – 1 Year

4.84%

—

Alpha – 3 Years

3.56%

—

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

—

L 33% · M 14% · S 52%

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Jayaswal Neco Industries Ltd · 7.16%

KIOCL Ltd · 6.81%

Hindustan Copper Ltd · 6.56%

IRM Energy Ltd · 5.73%

JSW Steel Ltd · 4.96%

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%

3% / 2% / 1%

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