PMS details

    DRChoksey Select Multiplier

    Portfolio Management Service
    Drchoksey Finserv Private Limitedvs Nifty 50 TRIAPMIInvestment approach
    ₹1 Cr

    Strategy AUM

    -26.85%

    Trailing 1Y return

    Trailing Returns

    APMI · annualised beyond 1Y · as of 01 May 2026

    1M
    -1.55%
    3M
    -6.02%
    6M
    -20.55%
    9M
    1Y
    -26.85%
    2Y
    -19.96%
    3Y
    -9.19%
    4Y
    -5.85%
    5Y
    Since Inception
    -8.19%
    Strategy AUM
    ₹1 Cr
    Benchmark
    Nifty 50 TRI

    Performance vs Benchmark

    Strategy vs Nifty 50 TRI · trailing returns, % · alpha = excess

    PeriodStrategyBenchmarkAlpha
    1 Month−1.55%−1.72%+0.17%
    3 Months−6.02%−6.30%+0.28%
    6 Months−20.55%−9.87%−10.68%
    1 Year−26.85%−3.84%−23.01%
    2 Years−19.96%+3.35%−23.31%
    3 Years−9.19%+9.52%−18.71%
    4 Years−5.85%+10.36%−16.21%
    5 Years+0.00%+0.00%+0.00%
    Since Inception−8.19%+9.75%−17.94%

    Monthly Performance

    Growth of ₹100 invested · month-on-month · 13 months

    MonthStrategyBenchmarkAlpha
    May-2026−1.55%−1.72%+0.17%
    Apr-2026+12.08%+7.49%+4.59%
    Mar-2026−10.81%−11.30%+0.49%
    Feb-2026−2.23%−0.51%−1.72%
    Jan-2026−6.33%−3.04%−3.29%
    Dec-2025−7.69%−0.24%−7.45%
    Nov-2025+0.52%+0.96%−0.44%
    Oct-2025−0.60%+4.27%−4.87%
    Sep-2025−1.58%+1.24%−2.82%
    Aug-2025−4.18%−1.75%−2.43%
    Jul-2025−4.07%−2.71%−1.36%
    Jun-2025+1.85%+3.68%−1.83%
    May-2025+6.37%+3.54%+2.83%

    Strategy Details

    APMI fact sheet

    Inception
    27 Jul 2021
    Age
    4.10 Years
    Min. investment
    ₹50,00,000
    Turnover (1Y)
    0.68×

    as of 31 May 2026

    Turnover (1M)
    0.08×
    Product
    Equity

    Asset classes

    Equity

    Investment objective

    The objective will be to generate short to medium term capital growth from an actively managed portfolio of equity and equity related instruments.

    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 Select Multiplier
    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.