Dezerv Investments Private Limited — PMS strategies

Dezerv Investments Private Limited is a SEBI-registered portfolio manager running 27 strategies in our tracker, holding ₹12,701 Cr in aggregate AUM across the 25 that publish a figure. Every one of them is listed below with its 3-year annualised return, as on 30 Jun 2026. Figures come from the monthly APMI disclosures every registered manager is required to file — not from the manager's own marketing.

All 27 strategies from Dezerv Investments Private Limited

• dezerv. Equity Revival Strategy₹6,973 CrAUM14.6%3Y
• dezerv. Dynamic Debt Plus StrategyHybrid₹1,587 CrAUM11.8%3Y
• dezerv. Alpha Focus Strategy₹1,033 CrAUM21.6%3Y
• dezerv. Dynamic Strategy - Non DiscretionaryHybrid₹594 CrAUM9.8%3Y
• Dezerv Capital Reserve Strategy - Equity₹354 CrAUM—3Y
• dezerv. Alpha Equity Strategy₹336 CrAUM16.0%3Y
• Dezerv Corporate Surplus Management StrategyHybrid₹286 CrAUM—3Y
• dezerv. Dynamic Debt StrategyHybrid₹274 CrAUM10.4%3Y
• dezerv. Fixed-Income Strategy - Non DiscretionaryHybrid₹215 CrAUM8.3%3Y
• dezerv. Fixed-Income StrategyHybrid₹188 CrAUM7.9%3Y
• Strategic Holdings in Natural Elements (SHINE)Hybrid₹164 CrAUM—3Y
• dezerv. Liquid StrategyHybrid₹136 CrAUM5.8%3Y
• dezerv. IPA Growth Strategy - Non DiscretionaryHybrid₹124 CrAUM12.7%3Y
• Dezerv. Infra yield assetsHybrid₹95 CrAUM—3Y
• dezerv. Arbitrage Strategy₹86 CrAUM7.2%3Y
• Dezerv Capital Reserve Strategy - Multi AssetHybrid₹72 CrAUM—3Y
• Dezerv SmartTax Balanced Growth StrategyHybrid₹63 CrAUM—3Y
• Dezerv Wealth AccountHybrid₹62 CrAUM13.6%3Y
• dezerv. Equity Strategy - Non Discretionary₹26 CrAUM—3Y
• Dezerv Dynamic Debt Plus Strategy Non-DiscretionaryHybrid₹12 CrAUM—3Y
• Stability Reserve StrategyHybrid₹6 CrAUM—3Y
• dezerv. IPA Growth StrategyHybrid₹5 CrAUM13.0%3Y
• dezerv. Alpha Beta Equity Strategy₹5 CrAUM13.5%3Y
• dezerv. IPA Aggressive StrategyHybrid₹3 CrAUM13.6%3Y
• dezerv. IPA Conservative StrategyHybrid₹1 CrAUM10.4%3Y
• dezerv. IPA Balanced StrategyHybrid—AUM9.2%3Y
• dezerv. Momentum Strategy—AUM—3Y

Returns are Time-Weighted Rate of Return at the strategy level, annualised beyond 1 year, as on 30 Jun 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.