dezerv. Dynamic Strategy
dezerv. Dynamic Strategy is a Multi_asset Portfolio Management Service launched by Dezerv Investments Private Limited on February 2023. Managed by Kumarpal Jain, the fund holds ₹62 Cr in AUM and benchmarks against NSE Multi Asset Index 1. Minimum investment is ₹5000000 lakh. Trailing returns: 6.17% (1Y), 13.64% CAGR (3Y), 14.63% since inception. Performance data as of July 2026.
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dezerv. Dynamic Strategy
Dezerv Investments Private Limited
61.93 CR AUM
dezerv. Dynamic Strategy
Dezerv Investments Private Limited
61.93 CR AUM
NSE Multi Asset Index 1
Benchmark
3yr 4mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
NSE Multi Asset Index 1
Benchmark
3yr 4mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
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
vaibhav porwal
Fund Manager
MULTI_ASSETStrategies
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.
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.
1OF3
What is this fund's investment objective?
To generate long-term capital appreciation for investors with a medium to high risk appetite by creating a diversified portfolio
How has dezerv. Dynamic Strategy performed?
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1M IA return
0.91%
1M benchmark return
1.49%
Alpha
-0.58%
1M Wealth multiple
1.01x
How has this fund performed vs its benchmark?
2026
2026
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Wealth Creation Calculator
1M IA return
0.91%
1M benchmark return
1.49%
Alpha
-0.58%
1M Wealth multiple
1.01x
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