Strategy performance
dezerv Alpha Beta Equity Strategy
Dezerv Investments Private Limited · AUM ₹4.76 Cr · as of Aug 2026
Our read
₹100 grew to ₹172.0 since inception (+13.3% CAGR), with a max drawdown of −16.3%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+12.9%
Since inception
+13.3%
Max drawdown
−16.3%
Volatility
+13.5%
Peer position
Loading peer ranks…
Performance
dezerv Alpha Beta Equity Strategy₹172.0Aug 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −3.0% | +0.5% | −10.9% | +9.7% | −0.2% | +2.0% | +2.1% | +0.4% | −0.5% | ||||
| 2025 | −3.6% | −6.8% | +6.2% | +3.0% | +3.7% | +3.7% | −1.7% | −1.5% | +1.2% | +3.7% | +0.5% | −0.3% | +7.4% |
| 2024 | +2.3% | +2.4% | +0.5% | +4.5% | +1.3% | +6.9% | +4.5% | +0.7% | +1.8% | −5.2% | −0.2% | −1.5% | +18.7% |
| 2023 | −2.9% | −2.0% | +0.2% | +3.9% | +4.4% | +4.7% | +3.8% | +0.3% | +1.8% | −2.9% | +7.1% | +7.3% | +27.8% |
| 2022 | 0.0% | −5.1% | +8.7% | +2.9% | −1.6% | +2.5% | +1.8% | −2.6% | +6.1% |
Metrics
Tearsheet- 1M return
- +0.4%
- 3M return
- +4.6%
- 6M return
- +2.0%
- 1Y return
- +4.6%
- 2Y CAGR
- +0.7%
- 3Y CAGR
- +12.9%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +13.3%
- Total return
- +72.0%
- Average month
- +1.1%
- Median month
- +1.2%
- Average up month
- +3.3%
- Best month
- +9.7%
- Best rolling 12M
- +42.2%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Aug 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
dezerv Alpha Beta Equity Strategy performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has dezerv Alpha Beta Equity Strategy performed?
- dezerv Alpha Beta Equity Strategy (Dezerv Investments Private Limited) shows CAGR 13.33% and max drawdown -16.34% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is dezerv Alpha Beta Equity Strategy CAGR / max drawdown?
- CAGR is 13.33%; max drawdown is -16.34%. We only publish CAGR when there are enough months (≥12 on this track of 52 months). Learn more
- Where do dezerv Alpha Beta Equity Strategy returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite dezerv Alpha Beta Equity Strategy?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more