Compare Schemes

Dynamic Midcap Mavens vs Ocean-Avendus Olivo Core Equity Portfolio

Dynamic Midcap Mavens

Ocean-Avendus Olivo Core Equity Portfolio

Add Scheme

Growth of ₹1 Crore

Dynamic Midcap Mavens

Ocean-Avendus Olivo Core Equity Portfolio

Return for the risk

3 yrs return

10%

15%

Ocean-Avendus Olivo Core Equity Portfolio

9% • vol 15%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

4.55%

0.17%

6 Months

—

−0.88%

1 Year

—

−2.91%

3 Years

—

9.00%

5 Years

—

9.07%

Since Inception

8.03%

14.52%

Fund Age

5 mo

6 yrs 2 mo

AUM

₹2.59 Cr

₹209.81 Cr

Alpha – 1 Year

—

−7.63%

Alpha – 3 Years

—

−3.09%

Information Ratio – 3 Years

—

-0.39

Volatility – 1 Year

—

14.71%

Volatility – 3 Years

—

15.04%

Beta – 1 Year

—

0.84

Beta – 3 Years

—

0.90

Sharpe Ratio – 1 Year

—

-0.49

Sharpe Ratio – 3 Years

—

0.35

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

47.71

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

—

2.00% / 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.