PMS · Multi Asset · Multi Asset
Dezerv Strategic Holdings in Natural Elements (SHINE)
Fund size₹186 Cr
IRRSince inception46.32%
1Y return54.66%
Fund age18 mo
Fund Manager
Kumarpal Jain
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
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Dezerv Strategic Holdings in Natural Elements (SHINE)—54.66%———46.32%
Nifty 500−8.38%7.54%———10.71%
Excess over benchmark—47.12%———35.61%
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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