← Dezerv Investments Private LimitedInvestment Approach

Dezerv Corporate Surplus Management Strategy

Managed by Agrim Mehta at Dezerv Investments Private Limited — 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.

DebtDiscretionary₹370 Cr AUMSEBI · INP000007377

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Performance · vs Benchmark

Trailing returns

Investment approach vs CRISIL Composite Bond Index. Figures >1 year are annualised. Official figures, updated monthly.

Dezerv Corporate Surplus Management StrategyCRISIL Composite Bond Index₹1 Cr → ₹1.17 Cr

6M+3.9%

1Y+7.8%

1M+0.6%BM -0.1%α +0.7

3M+2.3%BM +2.4%α -0.1

6M+3.9%BM +2.1%α +1.7

1Y+7.8%BM +5.2%α +2.6

3Y · CAGR0.0%BM 0.0%α 0.0

5Y · CAGR0.0%BM 0.0%α 0.0

Approach

The objective

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.

Fund manager

Agrim Mehta

EmailAgrim.mehta@dezerv.in

Terms & Turnover

The fine print

BenchmarkCRISIL Composite Bond Index

Service typeDiscretionary

Min investment₹50,00,000

Inception2024 · 2 yrs

IA registered07-11-2024

AUM as of31-08-2026

APMI IA ID1870

Fixed fee—

Variable fee—

Exit loadNo exit load charged

Portfolio turnover266% (1Y) · 11% (1M)

Every figure above is official, updated monthly.

Disclaimer: Some data fields may appear blank because the respective Portfolio Manager has not updated or submitted the information to the APMI database. The information presented is based on the latest data available through the APMI API and is subject to updates by the respective Portfolio Managers.

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