Portfolio Management Services (PMS)Compare Schemes
Dezerv Strategic Holdings in Natural Elements (SHINE) vs KEDIA - Multi Cap
Add SchemeGrowth of ₹1 Crore
Dezerv Strategic Holdings in Natural Elements (SHINE)
KEDIA - Multi Cap
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
8.74%
2.23%
6 Months
−3.23%
7.97%
1 Year
54.66%
6.21%
3 Years
—
12.78%
5 Years
—
14.19%
Since Inception
46.32%
16.41%
Fund Age
18 mo
7 yrs 3 mo
AUM
₹186.08 Cr
₹115.97 Cr
Alpha – 1 Year
47.12%
1.49%
Alpha – 3 Years
—
0.69%
Information Ratio – 3 Years
—
0.20
Volatility – 1 Year
—
15.75%
Volatility – 3 Years
—
15.69%
Beta – 1 Year
—
0.82
Beta – 3 Years
—
0.88
Sharpe Ratio – 1 Year
—
0.12
Sharpe Ratio – 3 Years
—
0.51
Worst Rolling Year
—
11.84%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
—
−23.37%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.02%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
35
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
10% of profit
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%