PMS · Debt · Debt
Dezerv Dynamic Debt Plus Strategy
Fund size₹1,666 Cr
IRRSince inception11.09%
3Y return11.79%
Fund age3 yrs 5 mo
Fund Managers
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Dezerv Dynamic Debt Plus—11.17%12.02%11.79%—11.09%
Nifty 500−9.50%5.20%6.10%6.89%—6.82%
Excess over benchmark—5.97%5.92%4.90%—4.27%
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.
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