Portfolio Management Services (PMS)Compare Schemes
Dezerv Strategic Holdings in Natural Elements (SHINE) vs Envision New Frontiers Portfolio
Add SchemeGrowth of ₹1 Crore
Dezerv Strategic Holdings in Natural Elements (SHINE)
Envision New Frontiers Portfolio
1 Month
8.74%
5.37%
6 Months
−3.23%
22.21%
1 Year
54.66%
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3 Years
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5 Years
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Since Inception
46.32%
20.37%
Fund Age
18 mo
8 mo
AUM
₹186.08 Cr
₹12.5 Cr
Alpha – 1 Year
47.12%
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Alpha – 3 Years
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Information Ratio – 3 Years
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Volatility – 1 Year
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Volatility – 3 Years
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Beta – 1 Year
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Beta – 3 Years
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Sharpe Ratio – 1 Year
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Sharpe Ratio – 3 Years
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Worst Rolling Year
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Value at Worst Rolling Year
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Deepest Drawdown
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Recovery Period
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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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Number of Stocks
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Portfolio P/E
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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
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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