- Manager
- Drchoksey Finserv
- Service
- Discretionary
- Asset class
- Equity
DRChoksey Alpha Invest
−8.18%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Drchoksey Finserv’s DRChoksey Alpha Invest returned −8.18% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹34.39 crore across its clients.
Key numbers
- AUM
- ₹34.39 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.50×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −7.05% | −6.03% | −1.02% |
| 3 months | −0.66% | −4.91% | +4.25% |
| 6 months | +14.32% | +2.13% | +12.19% |
| 1 year | −8.18% | −7.09% | −1.09% |
| 2 years | −10.28% | −5.29% | −4.99% |
| 3 years | +3.22% | +6.06% | −2.84% |
| 4 years | +5.85% | +8.47% | −2.62% |
| 5 years | +3.98% | +6.37% | −2.39% |
| Since inception | +4.71% | +11.03% | −6.32% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity94.69%₹32.56 Cr
- Cash and other5.31%₹1.83 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹45.65 Cr
- Net, Sep 2026
- −₹45.65 Cr
- Net, FY to date
- −₹109 Cr
- Turnover, month
- 0.05×
- Turnover, past year
- 0.50×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has DRChoksey Alpha Invest returned?
−8.18% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −7.05%; 3 months: −0.66%; 6 months: 14.32%; 1 year: −8.18%; 2 years: −10.28%; 3 years: 3.22%; 4 years: 5.85%; 5 years: 3.98%; Since inception: 4.71%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 1.09 percentage points behind.
How much does DRChoksey Alpha Invest manage?
₹34.39 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages DRChoksey Alpha Invest?
Drchoksey Finserv, a SEBI-registered portfolio manager (INP000007906), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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