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KRChoksey - Alpha Invest
KRChoksey - Alpha Invest

KRChoksey - Alpha Invest

  • Drchoksey Finserv Private Limited
  • Multi Cap AND Flexi Cap
  • 106
    Out of 121*
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Portfolio age18 years, 10 months
-4.88%
0.96%
Hurdle Rate**0.00%
Fixed fee2.00%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/12/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (0%)
Allocation by Market Cap
Small Cap (29.12%)
Mid Cap (10.97%)
Large Cap (59.81%)
Sector Holdings
  • Financial Services30.07%
  • Capital Goods14.54%
  • Information Technology10.27%
  • Automobile and Auto Components8.47%
  • Oil, Gas & Consumable Fuels8.15%
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Vaishali Pitale
  • Manager Rank166 Out of 170
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM592.16
  • Highest Return In 1 Yr-9.42%
Profile

With an experience of over 20 years in the capital markets, Ms. Vaishali has been leading our PMS division. A CA background to her qualification and an extensive research expertise, she, along with her team, has been successfully managing Portfolios for our premium clientele. Her strong interpersonal skills and zeal for managing wealth for clients has led exemplary growth of the PMS business within a short span of time

Other Schemes
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KRChoksey - Alpha Invest
AUM (₹ Cr)
₹592.16 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
255 Out of 258
Fixed Fee
2.00%
Scheme Return
-4.88%
Benchmark Return
0.96%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
592.16
(As on Dec, 2025)
Inception Date
Mar 21, 2007
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.00%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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bt_logoINVESTMENT PHILOSOPHY

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

Investment Approach

The stock selection would focus on companies having excellent business formation; track record and sound dividend payout. We will pursue a bottoms-up investment approach seeking to identify promising investment ideas. The approach would help us invest in stocks of different market capitalizations, segments and get the benefits of risk diversification.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
KRChoksey - Alpha Invest
AUM (₹ Cr)
₹592.16 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
255 Out of 258
Fixed Fee
2.00%
Scheme Return
-4.88%
Benchmark Return
0.96%
Quant Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 258
Fixed Fee
1.75%
Scheme Return
8.33%
Benchmark Return
0.96%
Catalyst Series 1
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 258
Fixed Fee
No Option
Scheme Return
4.09%
Benchmark Return
2.42%
MRG Capital - Wealth Maximizer
AUM (₹ Cr)
₹15.65 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 258
Fixed Fee
1.00%
Scheme Return
3.27%
Benchmark Return
1.92%
ITUS - Fundamental Value Fund
AUM (₹ Cr)
₹1,358.90 Cr
Hurdle Rate
15.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 258
Fixed Fee
No Option
Scheme Return
3.11%
Benchmark Return
1.92%
MRG Capital - Wealth Enhancer
AUM (₹ Cr)
₹49.97 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 258
Fixed Fee
1.00%
Scheme Return
2.88%
Benchmark Return
1.92%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Drchoksey Finserv Private Limited
Drchoksey Finserv Private Limited manages assets worth Rs 592.16 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

592.16 (As on Dec, 2025)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
KRChoksey - Alpha Invest
AUM (₹ Cr)
₹592.16 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
255 Out of 258
Fixed Fee
2.00%
Scheme Return
-4.88%
Benchmark Return
0.96%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of KRChoksey - Alpha Invest?
There is no option for Hurdle rate.
What is the fixed fee charged in KRChoksey - Alpha Invest ?
The fixed fee charged in KRChoksey - Alpha Invest is 2.00%.
What is the variable fee charged in KRChoksey - Alpha Invest ?
There is no option for Variable fee.
What is the profit sharing in KRChoksey - Alpha Invest ?
There is no option for Profit sharing.
What is the minimum investment in KRChoksey - Alpha Invest ?
The minimum investment in KRChoksey - Alpha Invest is ₹50 Lacs
What type of scheme is KRChoksey - Alpha Invest?
KRChoksey - Alpha Invest is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of KRChoksey - Alpha Invest?
The inception date of KRChoksey - Alpha Invest is Mar 21, 2007.
What is the exit load of KRChoksey - Alpha Invest?
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.

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