← Dezerv Investments Private LimitedInvestment Approach

dezerv. Fixed-Income Strategy

Managed by Agrim Mehta at Dezerv Investments Private Limited — To generate stable returns for investors with a lowrisk appetite by creating a portfolio of debt investments

DebtDiscretionary₹175 Cr AUMSEBI · INP000007377

Add to comparison →

Performance · vs Benchmark

Trailing returns

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

dezerv. Fixed-Income StrategyCRISIL Composite Bond Index₹1 Cr → ₹1.34 Cr

6M+2.3%

1Y+6.4%

2Y+7.5%

3Y+7.8%

4Y+7.7%

1M+0.3%BM -0.1%α +0.4

3M+2.1%BM +2.4%α -0.2

6M+2.3%BM +2.1%α +0.2

1Y+6.4%BM +5.2%α +1.2

3Y · CAGR+7.8%BM +6.9%α +0.9

5Y · CAGR

Approach

The objective

To generate stable returns for investors with a lowrisk appetite by creating a portfolio of debt investments

Fund manager

Agrim Mehta

EmailAgrim.mehta@dezerv.in

Terms & Turnover

The fine print

BenchmarkCRISIL Composite Bond Index

Service typeDiscretionary

Min investment₹50,00,000

Inception2022 · 4 yrs

IA registered23-06-2022

AUM as of31-08-2026

APMI IA ID1025

Fixed fee—

Variable fee—

Exit load—

Portfolio turnover39% (1Y) · 0% (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.

Loading…