Compare Schemes

DVIA Bespoke All-Weather Portfolio vs Merisis Opportunities Fund

DVIA Bespoke All-Weather Portfolio

Merisis Opportunities Fund

Add Scheme

Growth of ₹1 Crore

DVIA Bespoke All-Weather Portfolio

Merisis Opportunities Fund

1 Month

2.09%

—

6 Months

7.94%

—

1 Year

—

3 Years

—

5 Years

—

Since Inception

9.83%

—

Fund Age

11 mo

—

AUM

₹292.05 Cr

—

Alpha – 1 Year

—

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

11.04%

—

Volatility – 3 Years

—

Beta – 1 Year

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.58

—

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−6.80%

—

Recovery Period

Not yet recovered

—

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

0.50% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

—

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.