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Dezerv Equity Revival Strategy vs INVESQ MULTICAP OPPORTUNITIES PORTFOLIO

Dezerv Equity Revival Strategy

INVESQ MULTICAP OPPORTUNITIES PORTFOLIO

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Return for the risk

1 yr return

10%

Nifty 500 · 4.7%

INVESQ MULTICAP OPPORTUNITIES PORTFOLIO

3.8% • vol 22.2%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

0.80%

1.52%

6 Months

2.16%

17.08%

1 Year

5.26%

3.81%

3 Years

13.42%

—

5 Years

—

Since Inception

16.57%

7.25%

Fund Age

4 yrs 4 mo

2 yrs 4 mo

AUM

₹7,112.14 Cr

₹129.96 Cr

Alpha – 1 Year

0.54%

−0.91%

Alpha – 3 Years

1.33%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

22.22%

Volatility – 3 Years

—

Beta – 1 Year

—

1.11

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.03

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

—

Number of Stocks

—

Portfolio P/E

—

36.26

Top 5 Holdings

—

Top Sectors

—

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% / 0%

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