- Manager
- Dezerv Investments
- Service
- Discretionary
- Asset class
- Multi-asset
Dezerv. IPA aggressive Strategy
+0.55%
1-year return
Benchmark NSE Multi Asset Index 1 +3.12% · to 30 Sep 2026
Dezerv Investments’ Dezerv. IPA aggressive Strategy returned 0.55% over the year to 30 Sep 2026, against 3.12% for its benchmark, the NSE Multi Asset Index 1. It managed ₹2.68 crore across its clients.
Key numbers
- AUM
- ₹2.68 Cr
- Benchmark
- NSE Multi Asset Index 1
- Turnover, past year
- 0.10×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NSE Multi Asset Index 1 | Difference |
|---|---|---|---|
| 1 month | −4.87% | −2.65% | −2.22% |
| 3 months | −2.38% | −0.75% | −1.63% |
| 6 months | +4.91% | +6.55% | −1.64% |
| 1 year | +0.55% | +3.12% | −2.57% |
| 2 years | −0.32% | +2.85% | −3.17% |
| 3 years | +10.61% | +9.81% | +0.80% |
| 4 years | +12.62% | +10.12% | +2.50% |
| Since inception | +12.68% | +10.72% | +1.96% |
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 funds100.75%₹2.70 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹4.94 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.10×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Dezerv. IPA aggressive Strategy returned?
0.55% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.87%; 3 months: −2.38%; 6 months: 4.91%; 1 year: 0.55%; 2 years: −0.32%; 3 years: 10.61%; 4 years: 12.62%; Since inception: 12.68%.
How has it done against its benchmark?
Its benchmark, the NSE Multi Asset Index 1, returned 3.12% over the year, so the strategy was 2.57 percentage points behind.
How much does Dezerv. IPA aggressive Strategy manage?
₹2.68 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. IPA aggressive 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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