- Manager
- Dezerv Investments
- Service
- Discretionary
- Asset class
- Equity
Dezerv. Momentum Strategy
+5.71%
1-year return
Benchmark BSE500TRI −2.33% · to 30 Sep 2026
Dezerv Investments’ Dezerv. Momentum Strategy returned 5.71% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE500TRI. It managed ₹0 across its clients.
Key numbers
- AUM
- ₹0
- Benchmark
- BSE500TRI
- Turnover, past year
- 12.63×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE500TRI | Difference |
|---|---|---|---|
| 1 month | — | −5.57% | — |
| 3 months | — | −3.59% | — |
| 6 months | — | +8.07% | — |
| 1 year | +5.71% | −2.33% | +8.04% |
| 2 years | −12.67% | −3.93% | −8.74% |
| Since inception | −11.63% | −2.28% | −9.35% |
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.
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- ₹0
- Turnover, month
- 0.00×
- Turnover, past year
- 12.63×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Dezerv. Momentum Strategy returned?
5.71% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 year: 5.71%; 2 years: −12.67%; Since inception: −11.63%.
How has it done against its benchmark?
Its benchmark, the BSE500TRI, returned −2.33% over the year, so the strategy was 8.04 percentage points ahead.
How much does Dezerv. Momentum Strategy manage?
₹0 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. Momentum 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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