Dezerv SmartTax Balanced Growth Strategy is a multi asset portfolio management service (PMS) strategy run by Dezerv Investments Private Limited, launched on 21 Jan 2025. It manages ₹59.28 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +7.89% over 1 year (+9.24% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹59.28 Cr
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)
₹59.28 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
21/01/2025
Trailing Returns
Trailing returns
Period
Return
1 Month
+4.65%
3 Months
+1.20%
1 Year
+7.89%
Since Inception
+9.24%
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 SmartTax Balanced Growth Strategy
What are the returns of Dezerv SmartTax Balanced Growth Strategy?
Dezerv SmartTax Balanced Growth Strategy has a 1-year return of +7.89% and +9.24% since inception. Past performance is not indicative of future results.
What is the AUM of Dezerv SmartTax Balanced Growth Strategy?