Dezerv Investments PMS strategies
Dezerv Investments runs 22 portfolio management strategies listed with APMI, managing ₹12,295 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| dezerv. Equity Revival Strategy | Equity | Kumarpal Jain | ₹7,232 Cr | +13.42% | +1.33 pts | — | ₹50 Lakhs | Aug 2026 |
| dezerv. Alpha Focus Strategy | Equity | Kumarpal Jain | ₹1,442 Cr | +19.68% | +7.59 pts | — | ₹50 Lakhs | Aug 2026 |
| dezerv. Dynamic Debt Plus Strategy | Debt | — | ₹1,389 Cr | +11.10% | — | — | ₹50 Lakhs | — |
| Dezerv Capital Reserve Strategy - Equity | Equity | Kunal Gurav | ₹410 Cr | — | — | up to 2.5% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Aug 2026 |
| dezerv. Alpha Equity Strategy | Equity | Kunal Gurav | ₹356 Cr | +15.30% | +3.21 pts | — | ₹50 Lakhs | Aug 2026 |
| Dezerv Corporate Surplus Management Strategy | Debt | — | ₹282 Cr | — | — | — | ₹50 Lakhs | — |
| dezerv. Dynamic Debt Strategy | Debt | — | ₹263 Cr | +10.12% | — | — | ₹50 Lakhs | — |
| dezerv. Fixed-Income Strategy | Debt | — | ₹188 Cr | +7.74% | — | — | ₹50 Lakhs | — |
| dezerv. Liquid Strategy | Debt | — | ₹171 Cr | +5.92% | — | — | ₹50 Lakhs | — |
| Strategic Holdings in Natural Elements (SHINE) | Multi Asset | — | ₹155 Cr | — | — | — | ₹50 Lakhs | — |
| dezerv. Arbitrage Strategy | Equity | Agrim Mehta | ₹140 Cr | +7.14% | -4.95 pts | — | ₹50 Lakhs | Aug 2026 |
| Dezerv. Infra yield assets | Multi Asset | — | ₹76.07 Cr | — | — | — | ₹50 Lakhs | — |
| Dezerv Capital Reserve Strategy - Multi Asset | Multi Asset | — | ₹66.41 Cr | — | — | — | ₹50 Lakhs | — |
| Dezerv SmartTax Balanced Growth Strategy | Multi Asset | — | ₹59.28 Cr | — | — | — | ₹50 Lakhs | — |
| dezerv. Dynamic Strategy | Multi Asset | — | ₹45.77 Cr | +14.56% | — | — | ₹50 Lakhs | — |
| Stability Reserve Strategy | Multi Asset | — | ₹5.12 Cr | — | — | — | ₹50 Lakhs | — |
| dezerv. IPA Growth Strategy | Multi Asset | — | ₹4.94 Cr | +15.01% | — | — | ₹50 Lakhs | — |
| dezerv. Alpha Beta Equity Strategy | Equity | Kunal Gurav | ₹4.76 Cr | +12.98% | +0.89 pts | — | ₹50 Lakhs | Aug 2026 |
| dezerv. IPA Aggressive Strategy | Multi Asset | — | ₹3.58 Cr | +16.21% | — | — | ₹50 Lakhs | — |
| dezerv. IPA Conservative Strategy | Multi Asset | — | ₹1.46 Cr | +10.89% | — | — | ₹50 Lakhs | — |
| dezerv. IPA Balanced Strategy | Multi Asset | — | — | +10.75% | — | — | ₹50 Lakhs | — |
| dezerv. Momentum Strategy | Equity | Kumarpal Jain | — | — | — | up to 2.5% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Aug 2026 |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
Talk to a SEBI-registered adviser about PMS