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DVIA Bespoke All-Weather Portfolio vs Prime Synergy

DVIA Bespoke All-Weather Portfolio

Prime Synergy

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Growth of ₹1 Crore

DVIA Bespoke All-Weather Portfolio

Prime Synergy

1 Month

2.09%

3.55%

6 Months

7.94%

8.19%

1 Year

—

3 Years

—

5 Years

—

Since Inception

9.83%

8.73%

Fund Age

11 mo

8 mo

AUM

₹292.05 Cr

₹35.83 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

1.65% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

1% / 0.5% / –

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