Dezerv Investments Private Limited • Equity
dezerv. Momentum Strategy is an equity portfolio management service (PMS) strategy run by Dezerv Investments Private Limited, launched on 1 Aug 2024. As of 30 Sep 2026, it is benchmarked against the BSE 500 TRI. Its reported trailing returns are +5.71% over 1 year (-11.63% since inception). Over 1 year, the BSE 500 TRI returned -2.33%, so the strategy is 8.04 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by Kumarpal Jain.
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Year | +5.71% |
| Since Inception | -11.63% |
| management fee | Fixed Fees: Upto 2.5% p.a. on Avg AUM |
| performance fee | Variable Fees: Carry: Upto 20% profit share above hiurdle |
| exit load | No exit load |
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.
Book an intro calldezerv. Momentum Strategy has a 1-year return of +5.71% and -11.63% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, dezerv. Momentum Strategy returned +5.71% against -2.33% for the BSE 500 TRI, 8.04 percentage points ahead. Figures as of 30 Sep 2026.
dezerv. Momentum Strategy is managed by Kumarpal Jain at Dezerv Investments.
The fee structure for dezerv. Momentum Strategy includes: management fee: Fixed Fees: Upto 2.5% p.a. on Avg AUM; performance fee: Variable Fees: Carry: Upto 20% profit share above hiurdle; exit load: No exit load.
The minimum investment for dezerv. Momentum Strategy is ₹50 Lakhs.
dezerv. Momentum Strategy was launched on 1 Aug 2024. It has a 2-year track record.
Description
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