Chatur Amrit Kaal Fund
Portfolio Management ServiceStrategy AUM
Since-inception return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +1.79%
- 3M
- -1.04%
- 6M
- —
- 9M
- —
- 1Y
- —
- 2Y
- —
- 3Y
- —
- 4Y
- —
- 5Y
- —
- Since Inception
- +1.51%
- Strategy AUM
- ₹104 Cr
- Benchmark
- Nifty 50 TRI
Performance vs Benchmark
Strategy vs Nifty 50 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +1.79% | −1.72% | +3.51% |
| 3 Months | −1.04% | −6.30% | +5.26% |
| 6 Months | +0.00% | +0.00% | +0.00% |
| 1 Year | +0.00% | +0.00% | +0.00% |
| 2 Years | +0.00% | +0.00% | +0.00% |
| 3 Years | +0.00% | +0.00% | +0.00% |
| 4 Years | +0.00% | +0.00% | +0.00% |
| 5 Years | +0.00% | +0.00% | +0.00% |
| Since Inception | +1.51% | −7.98% | +9.49% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 5 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +1.79% | −1.72% | +3.51% |
| Apr-2026 | +11.17% | +7.49% | +3.68% |
| Mar-2026 | −12.55% | −11.30% | −1.25% |
| Feb-2026 | +2.37% | −0.51% | +2.88% |
| Jan-2026 | +0.00% | +0.00% | +0.00% |
Strategy Details
APMI fact sheet
- Inception
- 16 Jan 2026
- Age
- 4 Months
- Min. investment
- ₹5,00,000
- Turnover (1Y)
- —
- Turnover (1M)
- 0.07×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
To generate long-term capital appreciation by investing in a concentrated portfolio of high-quality businesses that are beneficiaries of India's structural growth themes (Amrit Kaal), focusing on compounding returns over a long horizon.
Fund Managers
1 manager
Name
PITALE VAISHALI
Experience
20.00 years
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹5,00,000
- Fixed fees
- 2
- Variable fees
- Not disclosed
- Exit load
- Not disclosed
PMS Industry — SEBI
Latest monthly aggregate
- Total PMS AUM
- ₹44.11 Lakh Cr
- Total clients
- 2,23,279
- Discretionary
- ₹37.37 Lakh Cr
- Period
- july-2026
Industry AUM by asset class (top 5)
- Plain Debt Listed₹28.98 Lakh Cr
- Listed Equity₹7.60 Lakh Cr
- Plain Debt Unlisted₹5.00 Lakh Cr
- Mutual Funds₹1.93 Lakh Cr
- Others₹40,423 Cr
About
- Provider
- Drchoksey Finserv Private Limited
- Strategy
- Chatur Amrit Kaal Fund
- Benchmark
- Nifty 50 TRI
- Source
- APMI
Strategy performance, AUM, fees and fund-manager details are sourced from APMI (Association of Portfolio Managers in India); industry aggregates are from SEBI’s monthly PMS disclosures. Returns beyond one year are annualised; past performance is not indicative of future results, and a PMS strategy carries no capital guarantee. For information only, not investment advice.