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Dezerv Strategic Holdings in Natural Elements (SHINE) vs FIRST--Aggressive strategy

Dezerv Strategic Holdings in Natural Elements (SHINE)

FIRST--Aggressive strategy

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Return for the risk

1 yr return

10%

15%

Nifty 500 · 7.5%

FIRST--Aggressive strategy

9.5% • vol 0.9%

10%

Volatility • 1 yr deviation

1 Month

8.74%

0.88%

6 Months

−3.23%

4.66%

1 Year

54.66%

9.49%

3 Years

—

5 Years

—

Since Inception

46.32%

10.59%

Fund Age

18 mo

2 yrs 4 mo

AUM

₹186.08 Cr

₹70.89 Cr

Alpha – 1 Year

47.12%

4.29%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

0.86%

Volatility – 3 Years

—

Beta – 1 Year

—

0.22

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

4.61

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

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

1.00% / yr

1.50% / yr

Performance Fee / Plan

10% of profit

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

3% / 2% / 1%

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