DMZ Partners Investment Management LLP • Equity
DMZ Partners Inheritors Strategy is an equity portfolio management service (PMS) strategy run by DMZ Partners Investment Management LLP, launched on 20 Mar 2018. As of 30 Sep 2026, it manages ₹701 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +2.86% over 1 year, +16.20% over 3 years and +10.78% over 5 years (+15.12% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 10.14 percentage points ahead of its benchmark. Its 3-year return ranks 17th of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by SOUMIL SANJAY ZAVERI.
Ranked nearby on 3-year return: Ohm Growth (+17.06%), Optimiser Mid & small Cap (+16.66%), Growth (+15.77%), Piper Serica Leader Portfolio Strategy (+15.75%).
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 Month | -5.73% |
| 3 Months | +2.31% |
| 1 Year | +2.86% |
| 3 Years | +16.20% |
| 5 Years | +10.78% |
| Since Inception | +15.12% |
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 callDMZ Partners Inheritors Strategy has a 1-year return of +2.86%, a 3-year return of +16.20%, a 5-year return of +10.78% and +15.12% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, DMZ Partners Inheritors Strategy returned +10.78% against +6.38% for the Nifty 50 TRI, 4.40 percentage points ahead. Over 3 years it returned +16.20% against +6.06%; Over 1 year it returned +2.86% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, DMZ Partners Inheritors Strategy's 3-year return of +16.20% ranks 17th as of 30 Sep 2026.
DMZ Partners Inheritors Strategy is managed by SOUMIL SANJAY ZAVERI at DMZ Partners Investment Management. The strategy manages ₹701 Cr of client assets as of 30 Sep 2026.
DMZ Partners Inheritors Strategy manages ₹701 Cr of client assets as of 30 Sep 2026.
The minimum investment for DMZ Partners Inheritors Strategy is ₹50 Lakhs.
DMZ Partners Inheritors Strategy was launched on 20 Mar 2018. It has an 8-year track record.
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