- Manager
- Dezerv Investments
- Service
- Discretionary
- Asset class
- Equity
Dezerv. Alpha Beta equity Strategy
−1.79%
1-year return
Benchmark BSE500TRI −2.33% · to 30 Sep 2026
Dezerv Investments’ Dezerv. Alpha Beta equity Strategy returned −1.79% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE500TRI. It managed ₹4.53 crore across its clients.
Key numbers
- AUM
- ₹4.53 Cr
- Benchmark
- BSE500TRI
- Turnover, past year
- 0.03×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE500TRI | Difference |
|---|---|---|---|
| 1 month | −5.00% | −5.57% | +0.57% |
| 3 months | −2.61% | −3.59% | +0.98% |
| 6 months | +8.74% | +8.07% | +0.67% |
| 1 year | −1.79% | −2.33% | +0.54% |
| 2 years | −2.77% | −3.93% | +1.16% |
| 3 years | +10.34% | +9.20% | +1.14% |
| 4 years | +11.89% | +11.22% | +0.67% |
| Since inception | +12.81% | +10.52% | +2.29% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Mutual funds100.00%₹4.53 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹28.62 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.03×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Dezerv. Alpha Beta equity Strategy returned?
−1.79% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.00%; 3 months: −2.61%; 6 months: 8.74%; 1 year: −1.79%; 2 years: −2.77%; 3 years: 10.34%; 4 years: 11.89%; Since inception: 12.81%.
How has it done against its benchmark?
Its benchmark, the BSE500TRI, returned −2.33% over the year, so the strategy was 0.54 percentage points ahead.
How much does Dezerv. Alpha Beta equity Strategy manage?
₹4.53 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Dezerv. Alpha Beta equity Strategy?
Dezerv Investments, a SEBI-registered portfolio manager (INP000007377), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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