dezerv. Liquid Strategy is a debt portfolio management service (PMS) strategy run by Dezerv Investments Private Limited, launched on 4 Aug 2022. It manages ₹171 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +5.18% over 1 year and +5.92% over 3 years (+5.91% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹171 Cr
3-year return
+5.92%
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)
₹171.16 Cr
Benchmark Index
CRISIL Composite Bond Fund Index
Inception Date
04/08/2022
Trailing Returns
Trailing returns
Period
Return
1 Month
+0.38%
3 Months
+2.46%
1 Year
+5.18%
3 Years
+5.92%
Since Inception
+5.91%
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. Liquid Strategy
What are the returns of dezerv. Liquid Strategy?
dezerv. Liquid Strategy has a 1-year return of +5.18%, a 3-year return of +5.92% and +5.91% since inception. Past performance is not indicative of future results.
What is the AUM of dezerv. Liquid Strategy?
dezerv. Liquid Strategy manages ₹171 Cr of client assets.
What is the minimum investment for dezerv. Liquid Strategy?
The minimum investment for dezerv. Liquid Strategy is ₹50 Lakhs.
When was dezerv. Liquid Strategy launched?
dezerv. Liquid Strategy was launched on 4 Aug 2022. It has a 3-year track record.