Portfolio Management Services (PMS)Compare Schemes
Dezerv Equity Revival Strategy vs MoneyGrow Asset--Bespoke
Add SchemeGrowth of ₹1 Crore
Dezerv Equity Revival Strategy
MoneyGrow Asset--Bespoke
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.80%
4.54%
6 Months
2.16%
22.22%
1 Year
5.26%
18.30%
3 Years
13.42%
15.67%
5 Years
—
—
Since Inception
16.57%
20.11%
Fund Age
4 yrs 4 mo
3 yrs 4 mo
AUM
₹7,112.14 Cr
₹135.39 Cr
Alpha – 1 Year
0.54%
11.45%
Alpha – 3 Years
1.33%
4.63%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
34.13%
Volatility – 3 Years
—
22.86%
Beta – 1 Year
—
2.68
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.49
Sharpe Ratio – 3 Years
—
0.52
Worst Rolling Year
—
12.96%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
—
−27.31%
Recovery Period
—
77 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.16%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
10% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%