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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 Kumarpal Jain, 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

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

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

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.
1OF3

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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