dezerv. IPA Balanced Strategy is a multi asset portfolio management service (PMS) strategy run by Dezerv Investments Private Limited, launched on 10 Oct 2022. It is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +2.90% over 1 year and +10.75% over 3 years (+11.06% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
3-year return
+10.75%
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)
N/A
Benchmark Index
Nifty 500 TRI
Inception Date
10/10/2022
Trailing Returns
Trailing returns
Period
Return
1 Month
+4.16%
3 Months
-2.78%
1 Year
+2.90%
3 Years
+10.75%
Since Inception
+11.06%
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. IPA Balanced Strategy
What are the returns of dezerv. IPA Balanced Strategy?
dezerv. IPA Balanced Strategy has a 1-year return of +2.90%, a 3-year return of +10.75% and +11.06% since inception. Past performance is not indicative of future results.
What is the minimum investment for dezerv. IPA Balanced Strategy?
The minimum investment for dezerv. IPA Balanced Strategy is ₹50 Lakhs.
When was dezerv. IPA Balanced Strategy launched?
dezerv. IPA Balanced Strategy was launched on 10 Oct 2022. It has a 3-year track record.