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Dezerv Infra Yields Assets vs Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning

Dezerv Infra Yields Assets

Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning

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Return for the risk

1 yr return

10%

15%

Nifty 500 · 7.5%

Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning

4.9% • vol 7.1%

10%

20%

Volatility • 1 yr deviation

1 Month

3.06%

0.32%

6 Months

5.92%

1.29%

1 Year

16.91%

4.91%

3 Years

17.97%

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5 Years

—

Since Inception

17.33%

6.59%

Fund Age

3 yrs 3 mo

3 yrs 4 mo

AUM

₹108.92 Cr

₹1.17 Cr

Alpha – 1 Year

9.37%

5.26%

Alpha – 3 Years

6.71%

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Information Ratio – 3 Years

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Volatility – 1 Year

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7.14%

Volatility – 3 Years

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Beta – 1 Year

—

0.44

Beta – 3 Years

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Sharpe Ratio – 1 Year

—

-0.03

Sharpe Ratio – 3 Years

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Worst Rolling Year

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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

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Market-Cap Mix

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Number of Stocks

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Portfolio P/E

—

Top 5 Holdings

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Top Sectors

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Fixed Fee

1.00% / yr

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Performance Fee / Plan

10% of profit

—

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

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