Business Today
Subscribe
PMS TodayBudget 2025US NewsIndiaWeatherBT ShortsNRIEducationElection
BT GolfBT India 100BT Mindrush
Search
Advertisement
Business News
pms
KRChoksey - Alpha Invest
KRChoksey - Alpha Invest

KRChoksey - Alpha Invest

  • Drchoksey Finserv Private Limited
  • Multi Cap AND Flexi Cap
  • 96
    Out of 118*
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age18 years, 8 months
0.93%
4.27%
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 31/10/2025)
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 (21.5%)
Mid Cap (11.95%)
Large Cap (58.31%)
Sector Holdings
  • Financial Services25.86%
  • Capital Goods17.03%
  • Information Technology10.73%
  • Healthcare9.03%
  • Automobile and Auto Components8.75%
Stock Holdings
  • Pitti Engineering Ltd10.28%
  • Reliance Industries Ltd8.3%
  • Jaro Institute of Technology Management and Research Ltd8.01%
  • Bajaj Finserv Ltd6.74%
  • Divis Laboratories Ltd6.38%

bt_logoPORTFOLIO MANAGERS

Vaishali Pitale
  • Manager Rank154 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM636.37
  • Highest Return In 1 Yr-6.86%
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
  • table
  • Grid
Compare
KRChoksey - Alpha Invest
AUM (₹ Cr)
₹636.37 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
239 Out of 251
Fixed Fee
2.00%
Scheme Return
0.93%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
636.37
(As on Oct, 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
SUBSCRIBE TO
BUSINESS TODAY MAGAZINE
Subscribe Now
Already a subscriber?Login

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.

bt_logoCalculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

BT Tv

Ground Report From IGI Counters: Stranded Flyers Slam IndiGo Amid Widespread Cancellations7:17Ground Report From IGI Counters: Stranded Flyers Slam IndiGo Amid Widespread Cancellations
FM Sitharaman Clarifies Cess On Demerit Goods: Fungible Funds For Defence, Public Health Support5:04FM Sitharaman Clarifies Cess On Demerit Goods: Fungible Funds For Defence, Public Health Support
India–Russia Trade to Cross $100 Billion Before 2030: PM Modi Fast-Tracks Economic Partnership2:31India–Russia Trade To Cross $100 Billion Before 2030: PM Modi Fast-Tracks Economic Partnership
Russia Eyes Indian Workforce, New Trade Plan And Tariff Cuts In Major Economic Push11:22Russia Eyes Indian Workforce, New Trade Plan And Tariff Cuts In Major Economic Push
IndiGo CEO Pieter Elbers Admits Worst-Ever Disruption As Over 1,000 Flights Cancelled Nationwide3:48IndiGo CEO Pieter Elbers Admits Worst-Ever Disruption As Over 1,000 Flights Cancelled Nationwide
India & Russia Plan Faster Trade Routes, Digital Corridors & New Nuclear Opportunities2:42India & Russia Plan Faster Trade Routes, Digital Corridors & New Nuclear Opportunities
Passengers Angry Over IndiGo Delays, Complain Of No Information3:16Passengers Angry Over IndiGo Delays, Complain Of No Information
Vikram Misri: India–Russia to Accelerate FTA, Investment Treaty and Key Connectivity Negotiations1:58Vikram Misri: India–Russia To Accelerate FTA, Investment Treaty And Key Connectivity Negotiations
‘If US Can Buy Russian Fuel, Why Not India?’: Putin Challenges Trump’s Claim On Ukraine War3:01‘If US Can Buy Russian Fuel, Why Not India?’: Putin Challenges Trump’s Claim On Ukraine War
IndiGo Flight Chaos: Delhi Airport Meltdown, DGCA Relaxes Crew Rostering Restrictions8:35IndiGo Flight Chaos: Delhi Airport Meltdown, DGCA Relaxes Crew Rostering Restrictions
View more

bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
KRChoksey - Alpha Invest
AUM (₹ Cr)
₹636.37 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
239 Out of 251
Fixed Fee
2.00%
Scheme Return
0.93%
Benchmark Return
4.27%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*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 636.36 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

636.36 (As on Oct, 2025)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
KRChoksey - Alpha Invest
AUM (₹ Cr)
₹636.37 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
239 Out of 251
Fixed Fee
2.00%
Scheme Return
0.93%
Benchmark Return
4.27%
*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.

bt_logoTop Stories