dezerv. Dynamic Strategy is a multi asset portfolio management service (PMS) strategy run by Dezerv Investments Private Limited, launched on 25 Feb 2023. It manages ₹45.77 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +8.19% over 1 year and +14.56% over 3 years (+14.81% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹45.77 Cr
3-year return
+14.56%
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)
₹45.77 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
25/02/2023
Trailing Returns
Trailing returns
Period
Return
1 Month
+5.91%
3 Months
-0.35%
1 Year
+8.19%
3 Years
+14.56%
Since Inception
+14.81%
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 Strategy
What are the returns of dezerv. Dynamic Strategy?
dezerv. Dynamic Strategy has a 1-year return of +8.19%, a 3-year return of +14.56% and +14.81% since inception. Past performance is not indicative of future results.
What is the AUM of dezerv. Dynamic Strategy?
dezerv. Dynamic Strategy manages ₹45.77 Cr of client assets.
What is the minimum investment for dezerv. Dynamic Strategy?
The minimum investment for dezerv. Dynamic Strategy is ₹50 Lakhs.
When was dezerv. Dynamic Strategy launched?
dezerv. Dynamic Strategy was launched on 25 Feb 2023. It has a 3-year track record.