← Dezerv Investments Private LimitedInvestment Approach

Strategic Holdings in Natural Elements (SHINE)

Managed by Kunal Gurav at Dezerv Investments Private Limited — The investment approach aims to offer stability to an investors overall portfolio, particularly during turbulent market conditions. The strategy plans to primarily invest in gold, with a tactical allocation to silver,…

Multi AssetDiscretionary₹224 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.

Strategic Holdings in Natural Elements (SHINE)NSE Multi Asset Index 1₹1 Cr → ₹1.46 Cr

6M-3.2%

1Y+54.7%

1M+8.7%BM +0.3%α +8.5

3M-0.9%BM +3.5%α -4.3

6M-3.2%BM +3.0%α -6.2

1Y+54.7%BM +7.5%α +47.1

3Y · CAGR0.0%BM 0.0%α 0.0

5Y · CAGR0.0%BM 0.0%α 0.0

Approach

The objective

The investment approach aims to offer stability to an investors overall portfolio, particularly during turbulent market conditions. The strategy plans to primarily invest in gold, with a tactical allocation to silver, debt, Invit and other asset classes to diversify risk.

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

Inception2025 · 1 yr

IA registered15-04-2025

AUM as of31-08-2026

APMI IA ID2040

Fixed fee—

Variable fee—

Exit load—

Portfolio turnover178% (1Y) · 8% (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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