Affluense AI AFFLUENSE

Alpha Invest

DRChoksey FinServ Pvt Ltd
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
21 March 2007
Min. Investment
₹50,00,000
AUM (Cr.)
₹592.16
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

Investment decisions will prioritize businesses demonstrating robust operational structures, a proven history of performance, and consistent dividend distribution. Our strategy employs a fundamental, bottom-up research methodology to identify compelling investment opportunities. This approach facilitates investment across companies of varying market capitalizations and industry sectors, thereby enhancing portfolio risk diversification.

Investment Objective

The investment objective is to achieve sustained capital appreciation over an extended period through a meticulously managed selection of equities and equity-linked securities. This strategy is designed for both resident and non-resident investors.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -4.88% -0.24% -4.64%
3 MONTHS -4.81% 5.02% -9.83%
6 MONTHS -8.86% 1.63% -10.49%
1 YEAR -9.42% 7.63% -17.05%
2 YEAR 1.13% 11.63% -10.50%
3 YEAR 8.47% 16.39% -7.92%
5 YEAR 11.49% 16.81% -5.32%
SINCE INCEPTION 5.15% 12.89% -7.74%

Calendar Year Performance

Year Return
CY 2009 80.42%
CY 2025 -9.42%
CY 2024 12.24%
CY 2023 24.32%
CY 2022 -0.19%
CY 2021 34.02%
CY 2020 15.68%
CY 2019 6.70%
CY 2018 -6.65%
CY 2017 37.30%
CY 2016 6.04%
CY 2015 -0.77%
CY 2014 42.34%
CY 2013 -9.48%
CY 2012 28.66%
CY 2011 -38.04%
CY 2010 4.07%

Financial Year Performance

Year Return
FY 26_YTD -0.51%
FY 09 7.70%
FY 25 -3.86%
FY 24 39.06%
FY 23 -2.27%
FY 22 23.38%
FY 21 74.79%
FY 20 -26.13%
FY 19 0.56%
FY 18 13.86%
FY 17 28.96%
FY 16 -8.91%
FY 15 36.82%
FY 14 21.64%
FY 13 -20.89%
FY 12 -12.28%
FY 11 -5.89%
FY 10 67.65%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Ms. Vaishali Pitale

Fund Manager, PMS

Ms. Vaishali brings over two decades of capital markets experience to her leadership role within our Portfolio Management Services (PMS) division. As a Chartered Accountant with profound research acumen, she, in collaboration with her dedicated team, has consistently delivered successful portfolio management outcomes for our discerning premium clients. Her exceptional client engagement capabilities and commitment to wealth creation have demonstrably accelerated the growth of our PMS business within a compressed timeframe.

Portfolio Details

Portfolio Composition

Large Cap
60.91%
Mid Cap
11.31%
Small Cap
27.68%
Cash & Equivalent
0.00%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Financial Services 30.08%
  • Capital Goods 14.47%
  • Information Technology 10.46%
  • Automobile and Auto Components 8.75%
  • Oil, Gas & Consumable Fuels 8.43%

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
72.19%
average market cap
N/A
portfolio age
18 Yrs, 9 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2%

Variable Fee

AMC: No Option

Hurdle: No Option

Profit Sharing: No Option

Exit Load

Year 1: 3%

Year 2: 2%

Year 3: 1%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)