- Manager
- Dezerv Investments
- Service
- Discretionary
- Asset class
- Equity
Dezerv. Equity Revival Strategy
−1.53%
1-year return
Benchmark BSE500TRI −2.33% · to 30 Sep 2026
Dezerv Investments’ Dezerv. Equity Revival Strategy returned −1.53% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE500TRI. It managed ₹6,775 crore across its clients.
Key numbers
- AUM
- ₹6,775 Cr
- Benchmark
- BSE500TRI
- Turnover, past year
- 0.79×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE500TRI | Difference |
|---|---|---|---|
| 1 month | −5.58% | −5.57% | −0.01% |
| 3 months | −3.17% | −3.59% | +0.42% |
| 6 months | +8.73% | +8.07% | +0.66% |
| 1 year | −1.53% | −2.33% | +0.80% |
| 2 years | −2.77% | −3.93% | +1.16% |
| 3 years | +10.37% | +9.20% | +1.17% |
| 4 years | +13.67% | +11.22% | +2.45% |
| Since inception | +14.69% | +13.16% | +1.53% |
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 funds99.54%₹6,743 Cr
- Cash and other0.46%₹31.39 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹183 Cr
- Outflow, Sep 2026
- ₹237 Cr
- Net, Sep 2026
- −₹53.83 Cr
- Net, FY to date
- ₹374 Cr
- Turnover, month
- 0.05×
- Turnover, past year
- 0.79×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Dezerv. Equity Revival Strategy returned?
−1.53% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.58%; 3 months: −3.17%; 6 months: 8.73%; 1 year: −1.53%; 2 years: −2.77%; 3 years: 10.37%; 4 years: 13.67%; Since inception: 14.69%.
How has it done against its benchmark?
Its benchmark, the BSE500TRI, returned −2.33% over the year, so the strategy was 0.80 percentage points ahead.
How much does Dezerv. Equity Revival Strategy manage?
₹6,775 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. Equity Revival 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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