Dezerv Investments Private Limited

Equity, Multi Asset, Debt · 22 investment approaches

Total AUM

₹12.9K Cr

Years Active

4.4

AUM Change (3M)

+15.5%

AUM Change (1Y)

+62.5%

Min Investment

₹50L

Schemes

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
Strategic Holdings in Natural Elements (SHINE)	Multi Asset	₹224 Cr	+8.74%	+54.66%	-	+46.32%	1.70
Dezerv. Infra yield assets	Multi Asset	₹130 Cr	+3.06%	+16.91%	+17.97%	+17.33%	1.71
dezerv. Alpha Focus Strategy	Equity	₹1.4K Cr	+3.60%	+15.60%	+19.68%	+23.29%	0.91
dezerv. Dynamic Debt Plus Strategy	Debt	₹1.7K Cr	+0.92%	+11.17%	+11.79%	+11.09%	2.96
Dezerv Capital Reserve Strategy - Multi Asset	Multi Asset	₹83 Cr	+1.71%	+10.80%	-	+6.60%	-0.01
dezerv. Dynamic Debt Strategy	Debt	₹293 Cr	+0.82%	+10.04%	+10.45%	+10.05%	-
Dezerv Wealth Account	Multi Asset	₹92 Cr	+2.10%	+9.75%	+13.67%	+14.99%	-
dezerv. IPA Growth Strategy	Multi Asset	₹5 Cr	+1.19%	+8.98%	+12.69%	+13.85%	0.87
dezerv. IPA Conservative Strategy	Multi Asset	₹2 Cr	+1.07%	+8.72%	+10.53%	+10.37%	1.01
dezerv. Alpha Equity Strategy	Equity	₹356 Cr	+1.01%	+8.44%	+15.30%	+16.10%	0.87
Dezerv Capital Reserve Strategy - Equity	Equity	₹410 Cr	+1.36%	+8.15%	-	+6.90%	-0.08
Dezerv SmartTax Balanced Growth Strategy	Multi Asset	₹66 Cr	+0.74%	+8.14%	-	+9.45%	0.28
dezerv. IPA Aggressive Strategy	Multi Asset	₹3 Cr	+1.12%	+7.85%	+13.03%	+14.26%	0.79
Dezerv Corporate Surplus Management Strategy	Debt	₹370 Cr	+0.64%	+7.82%	-	+8.18%	-
dezerv. Dynamic Strategy	Multi Asset	₹46 Cr	+0.86%	+7.05%	+14.06%	+14.71%	0.97
dezerv. Arbitrage Strategy	Equity	₹140 Cr	+0.46%	+6.51%	+7.14%	+7.19%	-
dezerv. Fixed-Income Strategy	Debt	₹175 Cr	+0.35%	+6.36%	+7.79%	+7.52%	0.63
Stability Reserve Strategy	Multi Asset	₹6 Cr	+0.24%	+5.36%	-	+4.97%	-1.53
dezerv. Equity Revival Strategy	Equity	₹7.2K Cr	+0.80%	+5.26%	+13.42%	+16.57%	0.77
dezerv. Liquid Strategy	Debt	₹140 Cr	+0.42%	+5.07%	+5.75%	+5.83%	-
dezerv. Alpha Beta Equity Strategy	Equity	₹5 Cr	+0.38%	+4.60%	+12.98%	+14.42%	0.72
Dezerv Stability Reserve Specialized Strategy	Multi Asset	₹6 Cr	+0.92%	-	-	+1.53%	-