Portfolio Management Services (PMS)Compare Schemes
Dezerv Dynamic Debt Strategy vs SHREE SMART MARKET PLAN
Add SchemeGrowth of ₹1 Crore
Dezerv Dynamic Debt Strategy
SHREE SMART MARKET PLAN
Return for the risk
3 yrs return
0%
5%
10%
Nifty 500 · 6.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.82%
1.81%
6 Months
4.85%
1.04%
1 Year
10.04%
0.26%
3 Years
10.45%
5.24%
5 Years
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Since Inception
10.05%
8.72%
Fund Age
2 yrs 6 mo
4 yrs 3 mo
AUM
₹286.26 Cr
₹53.49 Cr
Alpha – 1 Year
4.84%
0.69%
Alpha – 3 Years
3.56%
−3.33%
Information Ratio – 3 Years
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Volatility – 1 Year
—
17.93%
Volatility – 3 Years
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23.60%
Beta – 1 Year
—
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
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0.06
Sharpe Ratio – 3 Years
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0.67
Worst Rolling Year
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Value at Worst Rolling Year
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Deepest Drawdown
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−13.25%
Recovery Period
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92 days
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
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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