Loading…
Loading…
Total assets under management, month by month — the sum across this house's strategies.
| Strategy | Category | AUM (₹ Cr) | 12M | 36M | vs BM | |
|---|---|---|---|---|---|---|
| dezerv. Equity Revival Strategy To generate long-term capital appreciation for investors with a high-risk appetite by creating a diversified portfolio | Equity | 7,232 | +5.3 | +13.4 | +0.5 | View details → |
| dezerv. Dynamic Debt Plus Strategy To generate stable returns for investors with a moderate to high risk appetite by creating a diversified fixed income portfolio | Debt | 1,712 | +11.2 | +11.8 | +6.0 | View details → |
| dezerv. Alpha Focus Strategy To generate long-term capital appreciation for investors with a high-risk appetite by creating a diversified portfolio | Equity | 1,442 | +15.6 | +19.7 | +10.9 | View details → |
| dezerv. Dynamic Strategy - Non Discretionary To generate long-term capital appreciation for investors with a medium to high-risk appetite by creating a diversified portfolio | Multi Asset | 623 | +7.5 | +10.3 | 0.0 | View details → |
| Dezerv Capital Reserve Strategy - Equity The objective of this Investment Approach is to generate long-term capital appreciation for investors with a high-risk appetite by creating a diversified portfolio and managing various equity instruments. | Equity | 410 | +8.2 | 0.0 | +3.4 | View details → |
| Dezerv Corporate Surplus Management Strategy To generate competitive returns while ensuring the preservation of capital and the provision of liquidity, making it an ideal investment for an investor who is looking to invest for short-medium term. | Debt | 370 | +7.8 | 0.0 | +2.6 | View details → |
| dezerv. Alpha Equity Strategy To generate long-term capital appreciation for investors with a high-risk appetite by creating a diversified portfolio | Equity | 356 | +8.4 | +15.3 | +3.7 | View details → |
| dezerv. Dynamic Debt Strategy To generate stable returns for investors with a low to moderate risk appetite by creating a diversified fixed income portfolio | Debt | 293 | +10.0 | +10.4 | +4.8 | View details → |
| Strategic Holdings in Natural Elements (SHINE) The investment approach aims to offer stability to an investors overall portfolio, particularly during turbulent market conditions. The strategy plans to primarily invest in gold, with a tactical allocation to silver, debt, Invit and other asset classes to diversify risk. | Multi Asset | 224 | +54.7 | 0.0 | +47.1 | View details → |
| dezerv. Fixed-Income Strategy - Non Discretionary To generate stable returns for investors with a low-risk appetite by creating a diversified portfolio | Debt | 218 | +8.6 | +8.6 | +3.4 | View details → |
| dezerv. Fixed-Income Strategy To generate stable returns for investors with a lowrisk appetite by creating a portfolio of debt investments | Debt | 175 | +6.4 | +7.8 | +1.2 | View details → |
| dezerv. Liquid Strategy To invest money in liquid instruments for investors with a short-term investment horizon | Debt | 140 | +5.1 | +5.8 | -0.1 | View details → |
| dezerv. Arbitrage Strategy To invest money in mutual funds for investors with a short-term investment horizon | Equity | 140 | +6.5 | +7.1 | +1.8 | View details → |
| dezerv. IPA Growth Strategy - Non Discretionary To generate long-term capital appreciation for investors with a moderate-to-high risk appetite by creating a diversified portfolio | Multi Asset | 131 | +4.9 | +12.1 | -2.7 | View details → |
| Dezerv. Infra yield assets to generate regular income as well as capital appreciation for investors with a high risk appetite by creating a diversified portfolio of RIETs, INVITs and other securities as permissible | Multi Asset | 130 | +16.9 | +18.0 | +9.4 | View details → |
| Dezerv Wealth Account To generate long-term capital appreciation for investors with a medium to high risk appetite by creating a diversified portfolio | Multi Asset | 92 | +9.8 | +13.7 | +2.2 | View details → |
| Dezerv Capital Reserve Strategy - Multi Asset The objective of this Investment Approach is to generate long-term capital appreciation for investors with a high-risk appetite by creating a diversified portfolio and managing various types of instruments. | Multi Asset | 83 | +10.8 | 0.0 | +3.3 | View details → |
| Dezerv SmartTax Balanced Growth Strategy The strategy's investment objective is to generate stable capital appreciation for investors with a medium-risk appetite by creating a diversified portfolio across multiple asset classes. | Multi Asset | 66 | +8.1 | 0.0 | +0.6 | View details → |
| dezerv. Equity Strategy - Non Discretionary To generate long-term capital appreciation for investors with a high-risk appetite by creating a diversified portfolio | Equity | 25 | +1.5 | +10.0 | -3.2 | View details → |
| Dezerv Dynamic Debt Plus Strategy Non-Discretionary The strategy's investment objective is to generate stable returns for investors with a moderate to high risk appetite by creating a diversified fixed income portfolio. | Debt | 12 | +10.0 | 0.0 | +4.8 | View details → |
| Dezerv Stability Reserve Specialized Strategy The investment objective is to provide a stable source of returns, with a potential to generate better returns than traditional liquid funds, for investors with a short-to-medium investment horizon. | Multi Asset | 6 | 0.0 | 0.0 | 0.0 | View details → |
| Stability Reserve Strategy The investment objective is to provide a stable source of returns, with a potential to generate better return than traditional liquid funds, for investors with a short to medium investment horizon. | Multi Asset | 6 | +5.4 | 0.0 | -1.5 | View details → |
| dezerv. IPA Growth Strategy To generate long-term capital appreciation for investors with a moderate-to-high risk appetite by creating a diversified portfolio | Multi Asset | 5 | +9.0 | +12.7 | +1.4 | View details → |
| dezerv. Alpha Beta Equity Strategy To generate long-term capital appreciation for investors with a high-risk appetite by creating a diversified portfolio | Equity | 5 | +4.6 | +13.0 | -0.1 | View details → |
| dezerv. IPA Aggressive Strategy To generate long-term capital appreciation for investors with a high-risk appetite by creating a diversified portfolio | Multi Asset | 3 | +7.8 | +13.0 | +0.3 | View details → |
| dezerv. IPA Conservative Strategy To generate stable returns with a low to moderate capital appreciation for investors with a low-to-medium risk appetite by creating a diversified portfolio | Multi Asset | 2 | +8.7 | +10.5 | +1.2 | View details → |
| dezerv. Momentum Strategy To generate long-term capital appreciation for investors with a high-risk appetite by creating a diversified portfolio. | Equity | 0 | +1.5 | 0.0 | -3.2 | View details → |
| dezerv. IPA Balanced Strategy To generate moderate capital appreciation for investors with a moderate risk appetite by creating a diversified portfolio | Multi Asset | 0 | +0.2 | +8.3 | -7.3 | View details → |