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Dezerv SmartTax Balanced Growth Strategy

Managed by Kunal Gurav at Dezerv Investments Private Limited — The strategy's investment objective is to generate stable capital appreciation for investors with a medium-risk appetite by creating a diversified portfolio across multiple asset classes.

Multi AssetDiscretionary₹66 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 SmartTax Balanced Growth StrategyNSE Multi Asset Index 1₹1 Cr → ₹1.09 Cr

6M+2.3%

1Y+8.1%

1M+0.7%BM +0.3%α +0.5

3M+3.5%BM +3.5%α 0.0

6M+2.3%BM +3.0%α -0.7

1Y+8.1%BM +7.5%α +0.6

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 capital appreciation for investors with a medium-risk appetite by creating a diversified portfolio across multiple asset classes.

Fund manager

KG

Kunal Gurav

EmailKunal.gurav@dezerv.in

Terms & Turnover

The fine print

BenchmarkNSE Multi Asset Index 1

Service typeDiscretionary

Min investment₹50,00,000

Inception2025 · 1 yr

IA registered21-01-2025

AUM as of31-08-2026

APMI IA ID1963

Fixed fee—

Variable fee—

Exit load—

Portfolio turnover168% (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.