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DRChoksey Alpha Invest

DRChoksey Alpha Invest is a Equity Portfolio Management Service launched by Drchoksey Finserv Private Limited on March 2007. Managed by Vaishali Pitale, the fund holds ₹97 Cr in AUM and benchmarks against Nifty 50 TRI. Minimum investment is ₹5000000 lakh, with a Fess 2%% fixed fee. Trailing returns: -11.09% (1Y), 5.88% CAGR (3Y), 4.88% since inception. Performance data as of July 2026.

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DRChoksey Alpha Invest

Drchoksey Finserv Private Limited

96.73 CR AUM

DRChoksey  Alpha Invest

DRChoksey Alpha Invest

Drchoksey Finserv Private Limited

96.73 CR AUM

Nifty 50 TRI
Benchmark
19yr 3mo
Age
EQUITY
Strategy
Fess 2%
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Nifty 50 TRI
Benchmark
19yr 3mo
Age
EQUITY
Strategy
Fess 2%
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

vaishali pitale

Fund Manager
EQUITYStrategies

With over 20 years of experience in the Capital Markets; Vaishali Pitale has been managing funds at KRChoksey PMS for past 6 years. She possesses vast experience in wealth creation for domestic and overseas clients with thrust largely on research based high conviction & long term investing. With a disciplined approach towards investments; there has been consistent delivery of outperformance for more than half a decade. Previously; she has been associated with Brics Securities and catered to Private client group and Institutions on sell side. Being a post graduate in accountancy; she has serviced top 5 AMCs and closely assisted the respective institutions with quality ideas & long term investments that have aided wealth creation for a diverse set of investors.

With over 20 years of experience in the Capital Markets; Vaishali Pitale has been managing funds at KRChoksey PMS for past 6 years. She possesses vast experience in wealth creation for domestic and overseas clients with thrust largely on research based high conviction & long term investing. With a disciplined approach towards investments; there has been consistent delivery of outperformance for more than half a decade. Previously; she has been associated with Brics Securities and catered to Private client group and Institutions on sell side. Being a post graduate in accountancy; she has serviced top 5 AMCs and closely assisted the respective institutions with quality ideas & long term investments that have aided wealth creation for a diverse set of investors.

What is this fund's 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..

How has DRChoksey Alpha Invest performed?

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Wealth Creation Calculator

1M IA return
0.30%
1M benchmark return
1.67%
Alpha
-1.37%
1M Wealth multiple
1.00x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
0.30%
1M benchmark return
1.67%
Alpha
-1.37%
1M Wealth multiple
1.00x

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