›Fund Details
Learn

Dezerv Capital Reserve Strategy - Multi Asset

Dezerv Investments Private Limited

69.17 CR AUM

Dezerv Capital Reserve Strategy - Multi Asset

Dezerv Capital Reserve Strategy - Multi Asset

Dezerv Investments Private Limited

69.17 CR AUM

NSE Multi Asset Index 1
Benchmark
1yr 5mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
No exit load charged
Exit Load
NSE Multi Asset Index 1
Benchmark
1yr 5mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
No exit load charged
Exit Load
Fund manager

kumarpal jain

Fund Manager
MULTI_ASSETStrategies

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
MULTI_ASSETStrategies

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.
1OF2

Purpose

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 types of instruments.

Investment Approach v/s Benchmark Metrics

Loading

Unlock all metrics

Login to see the live performance and return

Wealth Creation Calculator

1M IA return
-6.52%
1M benchmark return
-5.90%
Alpha
-0.62%
1M Wealth multiple
0.93x

Investment Approach v/s Benchmark Performance

2026
2026
Loading

Unlock all metrics

Login to see the live performance and return

Wealth Creation Calculator

1M IA return
-6.52%
1M benchmark return
-5.90%
Alpha
-0.62%
1M Wealth multiple
0.93x

Similar Investment Approaches

360 ONE Mandate - Balanced
360 One Mandate - Balanced
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited)
₹4,861.38 Cr
MA
360 ONE Mandate - Aggressive
360 One Mandate - Aggressive
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited)
₹2,021.84 Cr
MA
Kotak Evolv Plus Asset Allocation Investment Approach
Kotak Evolv Plus Asset Allocation Investment Approach
Kotak Mahindra Asset Management Company Ltd
₹1,124.41 Cr
MA
Infinity Core Approach
Infinity Core Approach
Nuvama Asset Management Limited
₹1,035.06 Cr
MA
360 ONE Mandate - Conservative
360 One Mandate - Conservative
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited)
₹1,009.85 Cr
MA