Portfolio Management Services (PMS)Compare Schemes
DVIA Bespoke All-Weather Portfolio vs Emkay Investments - ENVI
Add SchemeGrowth of ₹1 Crore
DVIA Bespoke All-Weather Portfolio
Emkay Investments - ENVI
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.09%
5.18%
6 Months
7.94%
19.69%
1 Year
—
25.97%
3 Years
—
17.02%
5 Years
—
—
Since Inception
9.83%
24.02%
Fund Age
11 mo
4 yrs 2 mo
AUM
₹292.05 Cr
₹101.01 Cr
Alpha – 1 Year
—
21.25%
Alpha – 3 Years
—
4.93%
Information Ratio – 3 Years
—
0.46
Volatility – 1 Year
11.04%
21.63%
Volatility – 3 Years
—
19.42%
Beta – 1 Year
—
1.10
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
0.58
0.93
Sharpe Ratio – 3 Years
—
0.65
Worst Rolling Year
—
16.82%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
−6.80%
−20.44%
Recovery Period
Not yet recovered
365 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.58%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 26% · M 14% · S 51%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Eicher Motors Ltd · 7.90%
Divis Laboratories Ltd · 7.30%
Sansera Engineering Ltd · 6.20%
Akums Drugs & Pharmaceuticals Ltd · 6.10%
CCL Products (India) Ltd · 5.90%
Top Sectors
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—
Fixed Fee
0.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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