DV Investment Advisors PMS strategies
DV Investment Advisors runs 2 portfolio management strategies listed with APMI, managing ₹271 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 |
|---|---|---|---|---|---|---|---|---|
| DVIA Bespoke All Weather Portfolio | Multi Asset | — | ₹249 Cr | — | — | — | ₹50 Lakhs | — |
| DVIA Bespoke-Dynamic Debt Portfolio | Debt | — | ₹21.42 Cr | — | — | — | ₹50 Lakhs | — |
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.
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