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Dezerv Equity Revival Strategy vs Fortuna One: Long term Capital Compounding Approach

Dezerv Equity Revival Strategy

Fortuna One: Long term Capital Compounding Approach

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Growth of ₹1 Crore

Dezerv Equity Revival Strategy

Fortuna One: Long term Capital Compounding Approach

Return for the risk

3 yrs return

10%

15%

20%

25%

30%

Nifty 500 · 12.1%

Fortuna One: Long term Capital Compounding Approach

23.8% • vol 28.8%

20%

30%

40%

Volatility • 3 yrs deviation

1 Month

0.80%

4.05%

6 Months

2.16%

16.98%

1 Year

5.26%

13.25%

3 Years

13.42%

23.80%

5 Years

—

Since Inception

16.57%

27.59%

Fund Age

4 yrs 4 mo

3 yrs 1 mo

AUM

₹7,112.14 Cr

₹90.57 Cr

Alpha – 1 Year

0.54%

8.53%

Alpha – 3 Years

1.33%

11.71%

Information Ratio – 3 Years

—

Volatility – 1 Year

—

28.81%

Volatility – 3 Years

—

28.81%

Beta – 1 Year

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.51

Sharpe Ratio – 3 Years

—

0.51

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−15.75%

Recovery Period

—

36 days

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

—

Performance Fee / Plan

10% of profit

—

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

—

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