Dezerv SmartTax Balanced Growth Strategy

Multi Asset

Dezerv Investments Private Limited

1 Month

-2.63%

6 Months

+5.31%

1 Year

+4.01%

3 Years

-

5 Years

-

Since Inception

+7.27%

AUM

₹65 Cr

Risk & Performance (vs NIFTY 500)

Volatility

7.83%

Sharpe Ratio

-0.01

Sortino Ratio

-0.01

Max Drawdown

-5.39%

Beta

0.45

Alpha

+2.46%

Information Ratio

0.43

Tracking Error

9.70%

Calmar Ratio

1.28

Up Capture

58.1%

Down Capture

31.6%

Win Rate

65.0%

Best Month

+4.65%

Worst Month

-5.39%