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DVIA Bespoke All-Weather Portfolio vs ICICI Prudential PMS Emerging Leaders Strategy

DVIA Bespoke All-Weather Portfolio

ICICI Prudential PMS Emerging Leaders Strategy

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Growth of ₹1 Crore

DVIA Bespoke All-Weather Portfolio

ICICI Prudential PMS Emerging Leaders Strategy

Return for the risk

1 yr return

10%

15%

20%

ICICI Prudential PMS Emerging Leaders Strategy

12.1% • vol 16%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

2.09%

1.66%

6 Months

7.94%

4.68%

1 Year

—

12.13%

3 Years

—

5 Years

—

Since Inception

9.83%

10.02%

Fund Age

11 mo

2 yrs 6 mo

AUM

₹292.05 Cr

₹267.19 Cr

Alpha – 1 Year

—

7.41%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

11.04%

16.03%

Volatility – 3 Years

—

Beta – 1 Year

—

0.91

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.58

0.46

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−6.80%

−11.86%

Recovery Period

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 3% · M 61% · S 32%

Number of Stocks

—

Portfolio P/E

—

28.06

Top 5 Holdings

—

FSN E-Commerce Ventures Ltd · 5.29%

Jindal Stainless Ltd · 4.78%

Jindal Steel Ltd · 3.99%

Sarda Energy & Minerals Ltd · 3.59%

National Aluminium Company Ltd · 3.54%

Top Sectors

—

Fixed Fee

0.50% / yr

2.25% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

1% / 0% / 0%

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