dezerv. Dynamic Debt Plus Strategy PMS: Returns, AUM & Details
Dezerv Investments Private Limited • Debt
dezerv. Dynamic Debt Plus Strategy is a debt portfolio management service (PMS) strategy run by Dezerv Investments Private Limited, launched on 27 Apr 2023. It manages ₹1,389 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +12.01% over 1 year and +11.10% over 3 years (+11.05% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹1,389 Cr
3-year return
+11.10%
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)
₹1388.52 Cr
Benchmark Index
CRISIL Composite Bond Fund Index
Inception Date
27/04/2023
Trailing Returns
Trailing returns
Period
Return
1 Month
+1.09%
3 Months
+4.94%
1 Year
+12.01%
3 Years
+11.10%
Since Inception
+11.05%
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. Dynamic Debt Plus Strategy
What are the returns of dezerv. Dynamic Debt Plus Strategy?
dezerv. Dynamic Debt Plus Strategy has a 1-year return of +12.01%, a 3-year return of +11.10% and +11.05% since inception. Past performance is not indicative of future results.
What is the AUM of dezerv. Dynamic Debt Plus Strategy?
dezerv. Dynamic Debt Plus Strategy manages ₹1,389 Cr of client assets.
What is the minimum investment for dezerv. Dynamic Debt Plus Strategy?
The minimum investment for dezerv. Dynamic Debt Plus Strategy is ₹50 Lakhs.
When was dezerv. Dynamic Debt Plus Strategy launched?
dezerv. Dynamic Debt Plus Strategy was launched on 27 Apr 2023. It has a 3-year track record.