DRChoksey Focused Advantage
DRChoksey Focused Advantage is a Equity Portfolio Management Service launched by Drchoksey Finserv Private Limited on September 2021. Managed by Vaishali Pitale, the fund holds ₹20 Cr in AUM and benchmarks against Nifty 50 TRI. Minimum investment is ₹5000000 lakh, with a Fees 2%% fixed fee. Trailing returns: -10.09% (1Y), 4.92% CAGR (3Y), 4.64% since inception. Performance data as of August 2026.
Learn
DRChoksey Focused Advantage
Drchoksey Finserv Private Limited
20.30 CR AUM
DRChoksey Focused Advantage
Drchoksey Finserv Private Limited
20.30 CR AUM
Nifty 50 TRI
Benchmark
4yr 10mo
Age
EQUITY
Strategy
Fees 2%
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Nifty 50 TRI
Benchmark
4yr 10mo
Age
EQUITY
Strategy
Fees 2%
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
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.
What is this fund's 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
How has DRChoksey Focused Advantage performed?
Loading
Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
3.44%
1M benchmark return
1.67%
Alpha
1.77%
1M Wealth multiple
1.03x
How has this fund performed vs its benchmark?
2026
2026
Loading
Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
3.44%
1M benchmark return
1.67%
Alpha
1.77%
1M Wealth multiple
1.03x
Similar Investment Approaches
Enam India Equity Portfolio
Enam Asset Management Company Private Limited
₹21,708.57 Cr
EQ
Q India Value Equity Strategy - Constrained V
Quantum Advisors Private Limited
₹15,673.55 Cr
EQ
Customised Discretionary Portfolio - Equity
360 One Asset Management Limited
₹14,727.93 Cr
EQ
Icici Prudential Pms Contra Strategy
Icici Prudential Asset Management Company Ltd
₹13,837.43 Cr
EQ
Valuequest Alpha
Valuequest Investment Advisors Pvt. Ltd.
₹11,991.76 Cr
EQ