Portfolio Management Services (PMS)Compare Schemes
Dezerv Equity Revival Strategy vs GEOJIT-BEACON PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Dezerv Equity Revival Strategy
GEOJIT-BEACON PORTFOLIO
Return for the risk
1 yr return
0%
5%
10%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.80%
−2.85%
6 Months
2.16%
4.89%
1 Year
5.26%
5.63%
3 Years
13.42%
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5 Years
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Since Inception
16.57%
−3.63%
Fund Age
4 yrs 4 mo
2 yrs 1 mo
AUM
₹7,112.14 Cr
₹189.12 Cr
Alpha – 1 Year
0.54%
0.91%
Alpha – 3 Years
1.33%
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Information Ratio – 3 Years
—
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Volatility – 1 Year
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23.99%
Volatility – 3 Years
—
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Beta – 1 Year
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1.32
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
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0.12
Sharpe Ratio – 3 Years
—
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Worst Rolling Year
—
—
Value at Worst Rolling Year
—
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Deepest Drawdown
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−16.68%
Recovery Period
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Not yet recovered
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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L 19% · M 8% · S 71%
Number of Stocks
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28
Portfolio P/E
—
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Top 5 Holdings
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Bajaj Finance Ltd · 7.98%
Krishna Institute of Medical Sciences Ltd · 5.42%
Jana Small Finance Bank Ltd · 5.38%
Eternal Ltd · 5.36%
Housing & Urban Development Corporation Ltd · 5.25%
Top Sectors
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Financial Services · 28.62%
Consumer Services · 13.20%
Capital Goods · 10.80%
Fixed Fee
1.00% / yr
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Performance Fee / Plan
10% of profit
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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