- Manager
- Dezerv Investments
- Service
- Discretionary
- Asset class
- Equity
Dezerv. Alpha Focus Strategy
+9.50%
1-year return
Benchmark BSE500TRI −2.33% · to 30 Sep 2026
Dezerv Investments’ Dezerv. Alpha Focus Strategy returned 9.50% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE500TRI. It managed ₹1,550 crore across its clients.
Key numbers
- AUM
- ₹1,550 Cr
- Benchmark
- BSE500TRI
- Turnover, past year
- 2.01×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE500TRI | Difference |
|---|---|---|---|
| 1 month | −4.74% | −5.57% | +0.83% |
| 3 months | −0.31% | −3.59% | +3.28% |
| 6 months | +20.89% | +8.07% | +12.82% |
| 1 year | +9.50% | −2.33% | +11.83% |
| 2 years | +1.61% | −3.93% | +5.54% |
| 3 years | +16.93% | +9.20% | +7.73% |
| Since inception | +20.90% | +11.79% | +9.11% |
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 funds99.95%₹1,550 Cr
- Cash and other0.05%₹0.80 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹214 Cr
- Outflow, Sep 2026
- ₹31.96 Cr
- Net, Sep 2026
- ₹182 Cr
- Net, FY to date
- ₹882 Cr
- Turnover, month
- 0.14×
- Turnover, past year
- 2.01×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Dezerv. Alpha Focus Strategy returned?
9.50% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.74%; 3 months: −0.31%; 6 months: 20.89%; 1 year: 9.50%; 2 years: 1.61%; 3 years: 16.93%; Since inception: 20.90%.
How has it done against its benchmark?
Its benchmark, the BSE500TRI, returned −2.33% over the year, so the strategy was 11.83 percentage points ahead.
How much does Dezerv. Alpha Focus Strategy manage?
₹1,550 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 Focus 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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