← Dezerv Investments Private LimitedInvestment Approach

dezerv. IPA Conservative Strategy

Managed by Kunal Gurav at Dezerv Investments Private Limited — 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 AssetDiscretionary₹2 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. IPA Conservative StrategyNSE Multi Asset Index 1₹1 Cr → ₹1.48 Cr

6M+1.6%

1Y+8.7%

2Y+7.4%

3Y+10.5%

4Y+10.1%

1M+1.1%BM +0.3%α +0.8

3M+1.9%BM +3.5%α -1.6

6M+1.6%BM +3.0%α -1.4

1Y+8.7%BM +7.5%α +1.2

3Y · CAGR+10.5%BM +11.3%α -0.7

5Y · CAGR

Approach

The objective

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

Fund manager

Kunal Gurav

EmailKunal.gurav@dezerv.in

Terms & Turnover

The fine print

BenchmarkNSE Multi Asset Index 1

Service typeDiscretionary

Min investment₹50,00,000

Inception2022 · 4 yrs

IA registered17-05-2022

AUM as of31-08-2026

APMI IA ID1046

Fixed fee—

Variable fee—

Exit load—

Portfolio turnover0% (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.

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