dezerv. Fixed-Income Strategy is a debt portfolio management service (PMS) strategy run by Dezerv Investments Private Limited, launched on 23 Jun 2022. It manages ₹188 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +5.89% over 1 year and +7.74% over 3 years (+7.54% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹188 Cr
3-year return
+7.74%
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)
₹187.64 Cr
Benchmark Index
CRISIL Composite Bond Fund Index
Inception Date
23/06/2022
Trailing Returns
Trailing returns
Period
Return
1 Month
+0.50%
3 Months
+2.17%
1 Year
+5.89%
3 Years
+7.74%
Since Inception
+7.54%
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. Fixed-Income Strategy
What are the returns of dezerv. Fixed-Income Strategy?
dezerv. Fixed-Income Strategy has a 1-year return of +5.89%, a 3-year return of +7.74% and +7.54% since inception. Past performance is not indicative of future results.
What is the AUM of dezerv. Fixed-Income Strategy?
dezerv. Fixed-Income Strategy manages ₹188 Cr of client assets.
What is the minimum investment for dezerv. Fixed-Income Strategy?
The minimum investment for dezerv. Fixed-Income Strategy is ₹50 Lakhs.
When was dezerv. Fixed-Income Strategy launched?
dezerv. Fixed-Income Strategy was launched on 23 Jun 2022. It has a 3-year track record.