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Dezerv Capital Reserve Strategy - Equity

Dezerv Capital Reserve Strategy - Equity is a Equity Portfolio Management Service launched by Dezerv Investments Private Limited on September 2024. Managed by Pratik Bagaria, the fund holds ₹354 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a upto 2.5% p.a. on Avg AUM% fixed fee and Carry: Upto 20% profit share above hurdle% performance fee. Trailing returns: 0.53% (1Y), 5.51% since inception. Performance data as of July 2026.

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Dezerv Capital Reserve Strategy - Equity

Dezerv Investments Private Limited

353.86 CR AUM

Dezerv Capital Reserve Strategy - Equity

Dezerv Capital Reserve Strategy - Equity

Dezerv Investments Private Limited

353.86 CR AUM

BSE 500 TRI
Benchmark
1yr 10mo
Age
EQUITY
Strategy
upto 2.5% p.a. on Avg AUM
Fixed Fees
Carry: Upto 20% profit share above hurdle
Variable Fees
No exit load
Exit Load
BSE 500 TRI
Benchmark
1yr 10mo
Age
EQUITY
Strategy
upto 2.5% p.a. on Avg AUM
Fixed Fees
Carry: Upto 20% profit share above hurdle
Variable Fees
No exit load
Exit Load
Fund manager

pratik bagaria

Fund Manager
EQUITYStrategies

Pratik Bagaria, based in Mumbai, MH, IN, is currently a Investment Management at dezerv.. Pratik Bagaria brings experience from previous roles at sortvest, Motilal Oswal Financial Services Ltd, Anand Rathi Wealth Management and 360 ONE Wealth. Pratik Bagaria holds a 2019 - 2020 Master of Business Administration - MBA @ Indian Institute of Management Ahmedabad.

Pratik Bagaria, based in Mumbai, MH, IN, is currently a Investment Management at dezerv.. Pratik Bagaria brings experience from previous roles at sortvest, Motilal Oswal Financial Services Ltd, Anand Rathi Wealth Management and 360 ONE Wealth. Pratik Bagaria holds a 2019 - 2020 Master of Business Administration - MBA @ Indian Institute of Management Ahmedabad.
Fund manager

kumarpal jain

Fund Manager
EQUITYStrategies

Kumarpal Jain, based in Mumbai, MH, IN, is currently a Investment Analyst at Dezerv. Kumarpal Jain brings experience from previous roles at Fintso, IIFL Wealth, MOTILAL OSWAL WEALTH MANAGEMENT LIMITED and CRISIL. Kumarpal Jain holds a 2014 - 2014 Level 3 @ CFA Institute. With a robust skill set that includes Business Analysis, Requirements Analysis, Databases, Finance, Financial Modeling and more

Kumarpal Jain, based in Mumbai, MH, IN, is currently a Investment Analyst at Dezerv. Kumarpal Jain brings experience from previous roles at Fintso, IIFL Wealth, MOTILAL OSWAL WEALTH MANAGEMENT LIMITED and CRISIL. Kumarpal Jain holds a 2014 - 2014 Level 3 @ CFA Institute. With a robust skill set that includes Business Analysis, Requirements Analysis, Databases, Finance, Financial Modeling and more
Fund manager

vaibhav porwal

Fund Manager
EQUITYStrategies

Vaibhav Porwal is a co-founder and director of Dezerv Investments Private Limited, a Mumbai-based fintech company focused on providing expert-driven, data-driven investment solutions for professionals.

Vaibhav Porwal is a co-founder and director of Dezerv Investments Private Limited, a Mumbai-based fintech company focused on providing expert-driven, data-driven investment solutions for professionals.
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What is this fund's investment objective?

The objective of this Investment Approach is to generate long-term capital appreciation for investors with a high-risk appetite by creating a diversified portfolio and managing various equity instruments.

How has Dezerv Capital Reserve Strategy - Equity performed?

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Wealth Creation Calculator

1M IA return
2.19%
1M benchmark return
1.73%
Alpha
0.46%
1M Wealth multiple
1.02x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
2.19%
1M benchmark return
1.73%
Alpha
0.46%
1M Wealth multiple
1.02x

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