Portfolio Management Services (PMS)
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Dezerv Equity Revival Strategy vs Equirus Flexi Cap Fund

Dezerv Equity Revival Strategy
Equirus Flexi Cap Fund
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Growth of ₹1 Crore
Dezerv Equity Revival Strategy
Equirus Flexi Cap Fund
1 Month
0.80%
4.91%
6 Months
2.16%
10.01%
1 Year
5.26%
—
3 Years
13.42%
—
5 Years
—
—
Since Inception
16.57%
14.65%
Fund Age
4 yrs 4 mo
9 mo
AUM
₹7,112.14 Cr
₹122.25 Cr
Alpha – 1 Year
0.54%
—
Alpha – 3 Years
1.33%
—
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
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—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 27% · M 14% · S 55%
Number of Stocks
—
33
Portfolio P/E
—
31.90
Top 5 Holdings
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Thangamayil Jewellery Ltd · 7.86%
Blue Star Ltd · 5.43%
R R Kabel Ltd · 5.41%
United Foodbrands Ltd · 4.60%
Welspun Corp Ltd · 4.59%
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%
2% / 1% / –
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