PMS · Debt · Debt
Dezerv Corporate Surplus Management Strategy
Fund size₹269 Cr
IRRSince inception8.18%
1Y return7.82%
Fund age1 yr 11 mo
Fund Managers
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Dezerv Corporate Surplus Management—7.82%———8.18%
Nifty 500−8.38%5.20%———5.94%
Excess over benchmark—2.62%———2.24%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date.
Fees
A fixed plan is cheaper when returns are strong.
FixedPlan A · Shared upside
Fixed Management Fee1.00% / yr
Performance Fee10% of profit
Hurdle RateNot applicable
No exit load. Lock-in: Nil.
Let's start a
conversation
  • Compare this PMS against 3,000+ others with our research desk
  • Build a long-term portfolio around your goals, not a one-off buy
  • Experts with decades of experience.
Private. Personal. No obligation.
We will only use these details to contact you about this enquiry. No spam.
Start a conversation
Share a few details and an expert will reach out.
We will only use these details to contact you about this enquiry. No spam.