dezerv. Dynamic Debt Strategy is a debt portfolio management service (PMS) strategy run by Dezerv Investments Private Limited, launched on 19 Apr 2023. It manages ₹263 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +10.32% over 1 year and +10.12% over 3 years (+10.04% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹263 Cr
3-year return
+10.12%
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)
₹262.85 Cr
Benchmark Index
CRISIL Composite Bond Fund Index
Inception Date
19/04/2023
Trailing Returns
Trailing returns
Period
Return
1 Month
+0.74%
3 Months
+4.72%
1 Year
+10.32%
3 Years
+10.12%
Since Inception
+10.04%
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 Strategy
What are the returns of dezerv. Dynamic Debt Strategy?
dezerv. Dynamic Debt Strategy has a 1-year return of +10.32%, a 3-year return of +10.12% and +10.04% since inception. Past performance is not indicative of future results.
What is the AUM of dezerv. Dynamic Debt Strategy?
dezerv. Dynamic Debt Strategy manages ₹263 Cr of client assets.
What is the minimum investment for dezerv. Dynamic Debt Strategy?
The minimum investment for dezerv. Dynamic Debt Strategy is ₹50 Lakhs.
When was dezerv. Dynamic Debt Strategy launched?
dezerv. Dynamic Debt Strategy was launched on 19 Apr 2023. It has a 3-year track record.