Dezerv SmartTax Balanced Growth Strategy

Multi Asset

Dezerv Investments Private Limited

1 Month

+0.74%

6 Months

+2.32%

1 Year

+8.14%

3 Years

-

5 Years

-

Since Inception

+9.45%

AUM

₹66 Cr

Risk & Performance (vs NIFTY 500)

Volatility

7.58%

Sharpe Ratio

0.28

Sortino Ratio

0.21

Max Drawdown

-5.39%

Beta

0.44

Alpha

+2.83%

Information Ratio

0.25

Tracking Error

9.66%

Calmar Ratio

1.69

Up Capture

58.1%

Down Capture

28.8%

Win Rate

68.4%

Best Month

+4.65%

Worst Month

-5.39%