DRChoksey Alpha Invest
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +2.85%
- 3M
- -0.54%
- 6M
- -7.67%
- 9M
- —
- 1Y
- -9.20%
- 2Y
- -4.58%
- 3Y
- +6.33%
- 4Y
- +7.72%
- 5Y
- +7.46%
- Since Inception
- +4.88%
- Strategy AUM
- ₹100 Cr
- Benchmark
- Nifty 50 TRI
Performance vs Benchmark
Strategy vs Nifty 50 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +2.85% | −1.72% | +4.57% |
| 3 Months | −0.54% | −6.30% | +5.76% |
| 6 Months | −7.67% | −9.87% | +2.20% |
| 1 Year | −9.20% | −3.84% | −5.36% |
| 2 Years | −4.58% | +3.35% | −7.93% |
| 3 Years | +6.33% | +9.52% | −3.19% |
| 4 Years | +7.72% | +10.36% | −2.64% |
| 5 Years | +7.46% | +9.87% | −2.41% |
| Since Inception | +4.88% | +10.87% | −5.99% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +2.85% | −1.72% | +4.57% |
| Apr-2026 | +11.87% | +7.49% | +4.38% |
| Mar-2026 | −13.53% | −11.30% | −2.23% |
| Feb-2026 | +0.90% | −0.51% | +1.41% |
| Jan-2026 | −3.31% | −3.04% | −0.27% |
| Dec-2025 | −4.88% | −0.24% | −4.64% |
| Nov-2025 | −0.85% | +0.96% | −1.81% |
| Oct-2025 | +0.93% | +4.27% | −3.34% |
| Sep-2025 | +0.17% | +1.24% | −1.07% |
| Aug-2025 | −0.99% | −1.75% | +0.76% |
| Jul-2025 | −3.18% | −2.71% | −0.47% |
| Jun-2025 | +2.39% | +3.68% | −1.29% |
| May-2025 | +5.66% | +3.54% | +2.12% |
Strategy Details
APMI fact sheet
- Inception
- 21 Mar 2007
- Age
- 19.2 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.41×
- Turnover (1M)
- 0.08×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
The investment objective would be to generate long-term capital growth from an actively managed portfolio of equity and equity related instrument for resident and non-resident clients..
Fund Managers
1 manager
Name
Vaishali Pitale
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- Fess 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
- DRChoksey Alpha Invest
- 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.