← Dezerv Investments Private LimitedInvestment Approach

Dezerv. Infra yield assets

Managed by Agrim Mehta at Dezerv Investments Private Limited — 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 AssetDiscretionary₹130 Cr AUMSEBI · INP000007377

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Performance · vs Benchmark

Trailing returns

Investment approach vs NSE Multi Asset Index 1. Figures >1 year are annualised. Official figures, updated monthly.

Dezerv. Infra yield assetsNSE Multi Asset Index 1₹1 Cr → ₹1.62 Cr

6M+5.9%

1Y+16.9%

2Y+18.2%

3Y+18.0%

1M+3.1%BM +0.3%α +2.8

3M+5.8%BM +3.5%α +2.4

6M+5.9%BM +3.0%α +2.9

1Y+16.9%BM +7.5%α +9.4

3Y · CAGR+18.0%BM +11.3%α +6.7

5Y · CAGR0.0%BM 0.0%α 0.0

Approach

The objective

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

Fund manager

Agrim Mehta

EmailAgrim.mehta@dezerv.in

Terms & Turnover

The fine print

BenchmarkNSE Multi Asset Index 1

Service typeDiscretionary

Min investment₹50,00,000

Inception2023 · 3 yrs

IA registered13-07-2023

AUM as of31-08-2026

APMI IA ID1360

Fixed fee—

Variable fee—

Exit load—

Portfolio turnover250% (1Y) · 17% (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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