Dezerv SmartTax Balanced Growth Strategy
Dezerv SmartTax Balanced Growth Strategy is a Multi_asset Portfolio Management Service launched by Dezerv Investments Private Limited on January 2025. Managed by Kumarpal Jain, the fund holds ₹63 Cr in AUM and benchmarks against NSE Multi Asset Index 1. Minimum investment is ₹5000000 lakh. Trailing returns: 5.06% (1Y), 9.1% since inception. Performance data as of July 2026.
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Dezerv SmartTax Balanced Growth Strategy
Dezerv Investments Private Limited
63.09 CR AUM
Dezerv SmartTax Balanced Growth Strategy
Dezerv Investments Private Limited
63.09 CR AUM
NSE Multi Asset Index 1
Benchmark
1yr 6mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
NSE Multi Asset Index 1
Benchmark
1yr 6mo
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
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.
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What is this fund's investment objective?
The strategy's investment objective is to generate stable capital appreciation for investors with a medium-risk appetite by creating a diversified portfolio across multiple asset classes.
How has Dezerv SmartTax Balanced Growth Strategy performed?
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1M IA return
1.43%
1M benchmark return
1.49%
Alpha
-0.06%
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
1.43%
1M benchmark return
1.49%
Alpha
-0.06%
1M Wealth multiple
1.01x
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