- Manager
- Drchoksey Finserv
- Service
- Discretionary
- Asset class
- Equity
DRChoksey Focused Advantage
−5.11%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Drchoksey Finserv’s DRChoksey Focused Advantage returned −5.11% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹18.73 crore across its clients.
Key numbers
- AUM
- ₹18.73 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 1.19×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −5.19% | −6.03% | +0.84% |
| 3 months | +1.51% | −4.91% | +6.42% |
| 6 months | +18.18% | +2.13% | +16.05% |
| 1 year | −5.11% | −7.09% | +1.98% |
| 2 years | −8.01% | −5.29% | −2.72% |
| 3 years | +3.80% | +6.06% | −2.26% |
| 4 years | +6.27% | +8.47% | −2.20% |
| 5 years | +4.28% | +6.37% | −2.09% |
| Since inception | +4.72% | +6.94% | −2.22% |
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 equity99.44%₹18.62 Cr
- Cash and other0.56%₹0.11 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.47 Cr
- Net, Sep 2026
- −₹0.47 Cr
- Net, FY to date
- −₹8.02 Cr
- Turnover, month
- 0.01×
- Turnover, past year
- 1.19×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has DRChoksey Focused Advantage returned?
−5.11% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.19%; 3 months: 1.51%; 6 months: 18.18%; 1 year: −5.11%; 2 years: −8.01%; 3 years: 3.80%; 4 years: 6.27%; 5 years: 4.28%; Since inception: 4.72%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 1.98 percentage points ahead.
How much does DRChoksey Focused Advantage manage?
₹18.73 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 Focused Advantage?
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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