Portfolio Management Services (PMS)Compare Schemes
Dezerv Strategic Holdings in Natural Elements (SHINE) vs East Green-Quant Strategy
Add SchemeGrowth of ₹1 Crore
Dezerv Strategic Holdings in Natural Elements (SHINE)
East Green-Quant Strategy
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
50%
55%
60%
Nifty 500 · 7.5%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
8.74%
14.73%
6 Months
−3.23%
36.33%
1 Year
54.66%
52.34%
3 Years
—
—
5 Years
—
—
Since Inception
46.32%
19.29%
Fund Age
18 mo
2 yrs 3 mo
AUM
₹186.08 Cr
₹6.63 Cr
Alpha – 1 Year
47.12%
47.62%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
25.90%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.96
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
1.57
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−8.07%
Recovery Period
—
Not yet recovered
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
1.75% / yr
Performance Fee / Plan
10% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%