Dezerv Investments Private Limited — PMS strategies

Dezerv Investments Private Limited is a SEBI-registered portfolio manager running 29 strategies in our tracker, holding ₹13,701 Cr in aggregate AUM across the 27 that publish a figure. Every one of them is listed below with its 3-year annualised return, as on 30 Sep 2026. Figures come from the monthly APMI disclosures every registered manager is required to file — not from the manager's own marketing.

All 29 strategies from Dezerv Investments Private Limited

• dezerv. Equity Revival Strategy₹6,775 CrAUM10.4%3Y
• dezerv. Dynamic Debt Plus StrategyHybrid₹1,831 CrAUM11.6%3Y
• dezerv. Alpha Focus Strategy₹1,550 CrAUM16.9%3Y
• dezerv. Dynamic Strategy - Non DiscretionaryHybrid₹577 CrAUM8.8%3Y
• Dezerv Capital Reserve Strategy - Equity₹394 CrAUM—3Y
• Dezerv Corporate Surplus Management StrategyHybrid₹360 CrAUM—3Y
• dezerv. Alpha Equity Strategy₹338 CrAUM12.5%3Y
• dezerv. Dynamic Debt StrategyHybrid₹292 CrAUM10.4%3Y
• Strategic Holdings in Natural Elements (SHINE)Hybrid₹225 CrAUM—3Y
• dezerv. Fixed-Income Strategy - Non DiscretionaryHybrid₹217 CrAUM8.5%3Y
• dezerv. Liquid StrategyHybrid₹194 CrAUM5.7%3Y
• dezerv. Fixed-Income StrategyHybrid₹169 CrAUM7.6%3Y
• Dezerv. Infra yield assetsHybrid₹159 CrAUM17.5%3Y
• dezerv. IPA Growth Strategy - Non DiscretionaryHybrid₹106 CrAUM10.1%3Y
• Dezerv Family OfficeHybrid₹105 CrAUM—3Y
• dezerv. Arbitrage Strategy₹97 CrAUM7.1%3Y
• Dezerv Wealth AccountHybrid₹88 CrAUM11.8%3Y
• Dezerv Capital Reserve Strategy - Multi AssetHybrid₹87 CrAUM—3Y
• Dezerv SmartTax Balanced Growth StrategyHybrid₹65 CrAUM—3Y
• dezerv. Equity Strategy - Non Discretionary₹26 CrAUM7.1%3Y
• Dezerv Stability Reserve Specialized StrategyHybrid₹14 CrAUM—3Y
• Dezerv Dynamic Debt Plus Strategy Non-DiscretionaryHybrid₹12 CrAUM—3Y
• Stability Reserve StrategyHybrid₹8 CrAUM—3Y
• dezerv. Alpha Beta Equity Strategy₹5 CrAUM10.3%3Y
• dezerv. IPA Aggressive StrategyHybrid₹3 CrAUM10.6%3Y
• dezerv. IPA Growth StrategyHybrid₹2 CrAUM10.8%3Y
• dezerv. IPA Conservative StrategyHybrid₹1 CrAUM9.7%3Y
• dezerv. IPA Balanced StrategyHybrid—AUM7.7%3Y
• dezerv. Momentum Strategy—AUM—3Y

Returns are Time-Weighted Rate of Return at the strategy level, annualised beyond 1 year, as on 30 Sep 2026. Alpha is return minus S&P BSE 500 TRI for the same window (shown where a like-for-like benchmark exists). Figures are sourced from disclosures and are not verified by SEBI. Past performance is not indicative of future returns. Minimum investment ₹50 lakh (SEBI mandate). This is not investment advice.