Strategic Holdings in Natural Elements (SHINE) PMS: Returns, AUM & Details
Dezerv Investments Private Limited • Multi Asset
Strategic Holdings in Natural Elements (SHINE) is a multi asset portfolio management service (PMS) strategy run by Dezerv Investments Private Limited, launched on 15 Apr 2025. It manages ₹155 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +61.86% over 1 year (+60.57% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹155 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)
₹155.29 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
15/04/2025
Trailing Returns
Trailing returns
Period
Return
1 Month
+2.04%
3 Months
+26.33%
1 Year
+61.86%
Since Inception
+60.57%
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 Strategic Holdings in Natural Elements (SHINE)
What are the returns of Strategic Holdings in Natural Elements (SHINE)?
Strategic Holdings in Natural Elements (SHINE) has a 1-year return of +61.86% and +60.57% since inception. Past performance is not indicative of future results.
What is the AUM of Strategic Holdings in Natural Elements (SHINE)?
Strategic Holdings in Natural Elements (SHINE) manages ₹155 Cr of client assets.
What is the minimum investment for Strategic Holdings in Natural Elements (SHINE)?
The minimum investment for Strategic Holdings in Natural Elements (SHINE) is ₹50 Lakhs.
When was Strategic Holdings in Natural Elements (SHINE) launched?
Strategic Holdings in Natural Elements (SHINE) was launched on 15 Apr 2025. It has a 1-year track record.