Dezerv Corporate Surplus Management Strategy is a debt portfolio management service (PMS) strategy run by Dezerv Investments Private Limited, launched on 7 Nov 2024. It manages ₹282 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +7.26% over 1 year (+8.21% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹282 Cr
Minimum investment
₹50 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹282.18 Cr
Benchmark Index
CRISIL Composite Bond Fund Index
Inception Date
07/11/2024
Trailing Returns
Trailing returns
Period
Return
1 Month
+0.68%
3 Months
+3.70%
1 Year
+7.26%
Since Inception
+8.21%
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Frequently asked questions about Dezerv Corporate Surplus Management Strategy
What are the returns of Dezerv Corporate Surplus Management Strategy?
Dezerv Corporate Surplus Management Strategy has a 1-year return of +7.26% and +8.21% since inception. Past performance is not indicative of future results.
What is the AUM of Dezerv Corporate Surplus Management Strategy?