PMS · Multi Asset · Multi Asset
DVIA Bespoke All-Weather Portfolio
Fund size₹292 Cr
IRRSince inception9.83%
Minimum investment₹50 Lakh
Fund age11 mo
Fund Manager
Growth of₹Cr
DVIA Bespoke All Weather
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| DVIA Bespoke All Weather | 9.49% | — | — | — | — | 9.83% |
| Nifty 500 | −1.02% | — | — | — | — | 6.22% |
| Excess over benchmark | 10.51% | — | — | — | — | 3.61% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
11.04%
A standard deviation reflecting historical swings.
Risk-reward
0.58
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −6.80%, and recovered on 17 Apr 2026.
Max drawdowns
−6.80%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | – | – | −6.80% | – | 17 Apr 2026 | – |
| Benchmark | 03 Sep 2025 | 30 Mar 2026 | −14.69% | 208 days | – | – |
Scheme
Peak–
Trough–
Depth−6.80%
Fell over–
Recovered17 Apr 2026
Recovery took–
Benchmark
Peak03 Sep 2025
Trough30 Mar 2026
Depth−14.69%
Fell over208 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Aug 2026
Fees
A fixed plan is cheaper when returns are strong.
FixedPlan A · SimpleFixed Management Fee0.50% / yr
Performance FeeNone
Hurdle RateNot applicable
No exit load. Lock-in: Nil.
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