Strategy performance
dezerv Alpha Equity Strategy
Dezerv Investments Private Limited · AUM ₹356 Cr · as of Aug 2026
Our read
₹100 grew to ₹189.1 since inception (+15.8% CAGR), with a max drawdown of −16.5%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+15.3%
Since inception
+15.8%
Max drawdown
−16.5%
Volatility
+12.9%
Peer position
Loading peer ranks…
Performance
dezerv Alpha Equity Strategy₹189.1Aug 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −2.9% | +0.8% | −10.2% | +10.4% | +0.9% | +2.1% | +2.3% | +1.0% | +3.3% | ||||
| 2025 | −3.5% | −7.0% | +6.0% | +2.8% | +4.0% | +3.6% | −1.6% | −1.5% | +1.5% | +3.6% | +0.3% | −0.5% | +7.1% |
| 2024 | +2.9% | +2.1% | −0.1% | +4.9% | +1.0% | +7.0% | +5.2% | +1.7% | +2.0% | −5.4% | −0.4% | −1.3% | +20.8% |
| 2023 | −1.6% | −1.5% | +0.5% | +3.7% | +3.9% | +3.7% | +4.0% | +1.1% | +2.3% | −2.0% | +7.2% | +6.8% | +31.2% |
| 2022 | 0.0% | −2.9% | +7.0% | +3.5% | −1.3% | +2.8% | +1.2% | −2.3% | +7.8% |
Metrics
Tearsheet- 1M return
- +1.0%
- 3M return
- +5.5%
- 6M return
- +5.6%
- 1Y return
- +8.4%
- 2Y CAGR
- +2.5%
- 3Y CAGR
- +15.3%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +15.8%
- Total return
- +89.1%
- Average month
- +1.3%
- Median month
- +1.3%
- Average up month
- +3.3%
- Best month
- +10.4%
- Best rolling 12M
- +46.0%
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 Equity Strategy performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has dezerv Alpha Equity Strategy performed?
- dezerv Alpha Equity Strategy (Dezerv Investments Private Limited) shows CAGR 15.83% and max drawdown -16.52% 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 Equity Strategy CAGR / max drawdown?
- CAGR is 15.83%; max drawdown is -16.52%. We only publish CAGR when there are enough months (≥12 on this track of 52 months). Learn more
- Where do dezerv Alpha 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 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