DRChoksey Focused Advantage
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +5.65%
- 3M
- -3.20%
- 6M
- -9.51%
- 9M
- —
- 1Y
- -10.80%
- 2Y
- -5.11%
- 3Y
- +4.20%
- 4Y
- +5.87%
- 5Y
- —
- Since Inception
- +3.91%
- Strategy AUM
- ₹20 Cr
- Benchmark
- Nifty 50 TRI
Performance vs Benchmark
Strategy vs Nifty 50 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +5.65% | −1.72% | +7.37% |
| 3 Months | −3.20% | −6.30% | +3.10% |
| 6 Months | −9.51% | −9.87% | +0.36% |
| 1 Year | −10.80% | −3.84% | −6.96% |
| 2 Years | −5.11% | +3.35% | −8.46% |
| 3 Years | +4.20% | +9.52% | −5.32% |
| 4 Years | +5.87% | +10.36% | −4.49% |
| 5 Years | +0.00% | +0.00% | +0.00% |
| Since Inception | +3.91% | +8.21% | −4.30% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +5.65% | −1.72% | +7.37% |
| Apr-2026 | +5.87% | +7.49% | −1.62% |
| Mar-2026 | −12.06% | −11.30% | −0.76% |
| Feb-2026 | +0.54% | −0.51% | +1.05% |
| Jan-2026 | −3.43% | −3.04% | −0.39% |
| Dec-2025 | −5.09% | −0.24% | −4.85% |
| Nov-2025 | −0.33% | +0.96% | −1.29% |
| Oct-2025 | −0.14% | +4.27% | −4.41% |
| Sep-2025 | +0.41% | +1.24% | −0.83% |
| Aug-2025 | −1.29% | −1.75% | +0.46% |
| Jul-2025 | −2.91% | −2.71% | −0.20% |
| Jun-2025 | +2.91% | +3.68% | −0.77% |
| May-2025 | +6.18% | +3.54% | +2.64% |
Strategy Details
APMI fact sheet
- Inception
- 02 Sept 2021
- Age
- 4.9 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.78×
- Turnover (1M)
- 0.01×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
The investment objective would be to preserve capital and 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
- 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
- DRChoksey Focused Advantage
- 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.