dezerv. Dynamic Debt Plus Strategy
dezerv. Dynamic Debt Plus Strategy is a Debt Portfolio Management Service launched by Dezerv Investments Private Limited on April 2023. Managed by Pratik Bagaria, the fund holds ₹1587 Cr in AUM and benchmarks against CRISIL Composite Bond Index. Minimum investment is ₹5000000 lakh. Trailing returns: 11.68% (1Y), 11.8% CAGR (3Y), 11.08% since inception. Performance data as of July 2026.
Learn
dezerv. Dynamic Debt Plus Strategy
Dezerv Investments Private Limited
1,587.21 CR AUM
dezerv. Dynamic Debt Plus Strategy
Dezerv Investments Private Limited
1,587.21 CR AUM
CRISIL Composite Bond Index
Benchmark
3yr 2mo
Age
DEBT
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
CRISIL Composite Bond Index
Benchmark
3yr 2mo
Age
DEBT
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
pratik bagaria
Fund Manager
DEBTStrategies
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.
kumarpal jain
Fund Manager
DEBTStrategies
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
vaibhav porwal
Fund Manager
DEBTStrategies
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.
agrim mehta
Fund Manager
DEBTStrategies
1OF4
What is this fund's investment objective?
To generate stable returns for investors with a moderate to high risk appetite by creating a diversified fixed income portfolio
How has dezerv. Dynamic Debt Plus Strategy performed?
Loading
Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
1.33%
1M benchmark return
2.35%
Alpha
-1.02%
1M Wealth multiple
1.01x
How has this fund performed vs its benchmark?
2026
2026
Loading
Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
1.33%
1M benchmark return
2.35%
Alpha
-1.02%
1M Wealth multiple
1.01x
Similar Investment Approaches
Pms For Pfs & Special Mandates
Aditya Birla Sun Life Amc Limited
₹6,38,418.49 Cr
D
Tata Pms - Retirement Fund
Tata Asset Management Private Limited
₹3,650.3 Cr
D
Neo Yield Enhancer
Neo Asset Management Private Limited
₹1,571.65 Cr
D
360 One Premium Mixed-Conservative
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited)
₹818.91 Cr
D
Ambit Iris Portfolio
Ambit Wealth Private Limited
₹784.89 Cr
D