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Dezerv Capital Reserve Strategy - Multi Asset

Dezerv Capital Reserve Strategy - Multi Asset is a Multi_asset Portfolio Management Service launched by Dezerv Investments Private Limited on November 2024. Managed by Kumarpal Jain, the fund holds ₹72 Cr in AUM and benchmarks against NSE Multi Asset Index 1. Minimum investment is ₹5000000 lakh. Trailing returns: 7.61% (1Y), 5.7% since inception. Performance data as of July 2026.

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Dezerv Capital Reserve Strategy - Multi Asset

Dezerv Investments Private Limited

72.16 CR AUM

Dezerv Capital Reserve Strategy - Multi Asset

Dezerv Capital Reserve Strategy - Multi Asset

Dezerv Investments Private Limited

72.16 CR AUM

NSE Multi Asset Index 1
Benchmark
1yr 8mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
No exit load charged
Exit Load
NSE Multi Asset Index 1
Benchmark
1yr 8mo
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.
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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 types of instruments.

How has Dezerv Capital Reserve Strategy - Multi Asset performed?

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Wealth Creation Calculator

1M IA return
-0.67%
1M benchmark return
1.49%
Alpha
-2.16%
1M Wealth multiple
0.99x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
-0.67%
1M benchmark return
1.49%
Alpha
-2.16%
1M Wealth multiple
0.99x

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