Portfolio Management Services (PMS)Compare Schemes
DVIA Bespoke All-Weather Portfolio vs Dynamic Equities-Bluechip
Add SchemeGrowth of ₹1 Crore
DVIA Bespoke All-Weather Portfolio
Dynamic Equities-Bluechip
Return for the risk
1 yr return
15%
20%
25%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.09%
7.20%
6 Months
7.94%
17.44%
1 Year
—
18.10%
3 Years
—
—
5 Years
—
—
Since Inception
9.83%
21.12%
Fund Age
11 mo
2 yrs 5 mo
AUM
₹292.05 Cr
₹83.78 Cr
Alpha – 1 Year
—
18.45%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
11.04%
19.94%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.87
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.58
0.66
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−6.80%
−12.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
24
Portfolio P/E
—
53.08
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
0.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—