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Dezerv Dynamic Debt Plus Strategy Non-Discretionary

Managed by Agrim Mehta at Dezerv Investments Private Limited — 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.

DebtNon-Discretionary₹12 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 Dynamic Debt Plus Strategy Non-DiscretionaryCRISIL Composite Bond Index₹1 Cr → ₹1.11 Cr

6M+4.8%

1Y+10.0%

1M+0.8%BM -0.1%α +0.9

3M+3.0%BM +2.4%α +0.6

6M+4.8%BM +2.1%α +2.6

1Y+10.0%BM +5.2%α +4.8

3Y · CAGR0.0%BM 0.0%α 0.0

5Y · CAGR0.0%BM 0.0%α 0.0

Approach

The objective

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.

Fund manager

Agrim Mehta

EmailAgrim.mehta@dezerv.in

Terms & Turnover

The fine print

BenchmarkCRISIL Composite Bond Index

Service typeNon-Discretionary

Min investment₹50,00,000

Inception2025 · 1 yr

IA registered27-05-2025

AUM as of—

APMI IA ID2066

Fixed fee—

Variable fee—

Exit load—

Portfolio turnover69% (1Y) · 6% (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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