Dezerv Investments Private Limited
Equity, Multi Asset, Debt · 21 investment approaches
Total AUM
₹10.4K Cr
Years Active
3.9
AUM Change (3M)
+10.9%
AUM Change (1Y)
+73.6%
Min Investment
₹50L
Schemes
21
| Scheme | Category | AUM | 1M | 1Y | 3Y | SI | Sharpe |
|---|---|---|---|---|---|---|---|
Dezerv. Infra yield assets | Multi Asset | ₹46 Cr | +0.56% | +24.13% | — | +18.11% | 1.89 |
Dezerv Capital Reserve Strategy - Multi Asset | Multi Asset | ₹71 Cr | +3.61% | +15.87% | — | +11.03% | 0.50 |
dezerv. Dynamic Strategy | Multi Asset | ₹64 Cr | +1.17% | +15.56% | — | +17.46% | 2.01 |
dezerv. IPA Aggressive Strategy | Multi Asset | ₹8 Cr | +0.74% | +14.57% | +18.35% | +16.81% | 1.27 |
dezerv. IPA Growth Strategy | Multi Asset | ₹6 Cr | +1.18% | +14.18% | +16.61% | +15.91% | 1.36 |
dezerv. IPA Conservative Strategy | Multi Asset | ₹1 Cr | +1.65% | +12.87% | +12.03% | +11.49% | 1.77 |
dezerv. Dynamic Debt Plus Strategy | Debt | ₹1.2K Cr | +0.50% | +12.76% | — | +11.07% | 2.86 |
Dezerv SmartTax Balanced Growth Strategy | Multi Asset | ₹46 Cr | -0.42% | +11.32% | — | +11.78% | 0.74 |
dezerv. Dynamic Debt Strategy | Debt | ₹280 Cr | +0.63% | +11.17% | — | +10.07% | — |
dezerv. Fixed-Income Strategy | Debt | ₹200 Cr | +0.53% | +8.61% | +8.11% | +7.88% | 1.25 |
dezerv. Equity Revival Strategy | Equity | ₹6.2K Cr | -3.15% | +8.30% | +18.86% | +18.55% | 1.11 |
Dezerv Capital Reserve Strategy - Equity | Equity | ₹294 Cr | -2.81% | +8.21% | — | +5.25% | -0.28 |
dezerv. Alpha Beta Equity Strategy | Equity | ₹34 Cr | -2.96% | +8.15% | +17.72% | +16.06% | 1.04 |
Dezerv Corporate Surplus Management Strategy | Debt | ₹848 Cr | +0.49% | +8.08% | — | +8.25% | — |
dezerv. Alpha Equity Strategy | Equity | ₹315 Cr | -2.85% | +7.90% | +18.80% | +16.88% | 1.13 |
dezerv. IPA Balanced Strategy | Multi Asset | ₹1 Cr | -0.95% | +7.63% | +12.63% | +12.64% | 1.00 |
dezerv. Arbitrage Strategy | Equity | ₹250 Cr | +0.61% | +6.75% | — | +7.36% | — |
dezerv. Liquid Strategy | Debt | ₹87 Cr | +0.43% | +5.47% | +6.04% | +5.98% | — |
dezerv. Alpha Focus Strategy | Equity | ₹453 Cr | -4.02% | +4.78% | — | +21.75% | 0.88 |
Stability Reserve Strategy | Multi Asset | ₹6 Cr | +0.26% | — | — | +2.56% | — |
Strategic Holdings in Natural Elements (SHINE) | Multi Asset | ₹79 Cr | +16.02% | — | — | +74.89% | — |