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PMS
·
Debt
·
Debt
Dezerv Dynamic Debt Strategy
Fund size
₹286 Cr
IRR
Since inception
10.05%
3Y return
10.45%
Fund age
2 yrs 6 mo
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Fund Managers
Kumarpal Jain
Fund Manager, Dezerv Investments
Kumarpal is a CFA charterholder and PGDBM Finance graduate with over 15 years in investment research and wealth management. He has worked across Motilal Oswal Wealth Management and Fintso, where he built proprietary research models and AI-driven frameworks for asset allocation. At Dezerv, he oversees strategy execution and asset allocation across equity portfolios.
Managing AUM
₹10,856 Cr
Agrim Mehta
Fund Manager, Dezerv Investments
Agrim is an MMS Finance graduate from IES Management College, Mumbai, with over 6 years of experience in fixed income and credit research. He spent over 3 years at CRISIL evaluating the creditworthiness of banks, NBFIs, and public finance institutions across geographies, followed by buy-side fixed income research experience at Acuity Knowledge Partners, where he evaluated debt instruments from an investor's perspective. At Dezerv, he manages Debt PMS strategies across client portfolios.
Managing AUM
₹2,330 Cr
Returns: How it has done
Trailing returns
Scheme / Benchmark
YTD
1Y
2Y
3Y
5Y
Since inception
Dezerv Dynamic Debt
—
10.04%
10.63%
10.45%
—
10.05%
Nifty 500
−8.38%
5.20%
6.10%
6.89%
—
6.97%
Excess over benchmark
—
4.84%
4.53%
3.56%
—
3.08%
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.
Fixed
Plan A · Shared upside
Fixed Management Fee
1.00% / yr
Performance Fee
10% of profit
Hurdle Rate
Not applicable
i
No exit load. Lock-in: Nil.
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