DRChoksey Diversified Equity Fund PMS: Returns, AUM & Details
Drchoksey Finserv Private Limited • Equity
DRChoksey Diversified Equity Fund is an equity portfolio management service (PMS) strategy run by Drchoksey Finserv Private Limited, launched on 16 Sep 2005. It manages ₹2.5 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are -0.77% over 1 year, +14.05% over 3 years and +25.68% over 5 years (+7.77% since inception). The minimum investment is ₹5 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹2.5 Cr
3-year return
+14.05%
Minimum investment
₹5 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹2.5 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
16/09/2005
Trailing Returns
Trailing returns
Period
Return
1 Month
+4.79%
3 Months
-7.36%
1 Year
-0.77%
3 Years
+14.05%
5 Years
+25.68%
Since Inception
+7.77%
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Frequently asked questions about DRChoksey Diversified Equity Fund
What are the returns of DRChoksey Diversified Equity Fund?
DRChoksey Diversified Equity Fund has a 1-year return of -0.77%, a 3-year return of +14.05%, a 5-year return of +25.68% and +7.77% since inception. Past performance is not indicative of future results.
What is the AUM of DRChoksey Diversified Equity Fund?
DRChoksey Diversified Equity Fund manages ₹2.5 Cr of client assets.
What is the minimum investment for DRChoksey Diversified Equity Fund?
The minimum investment for DRChoksey Diversified Equity Fund is ₹5 Lakhs.
When was DRChoksey Diversified Equity Fund launched?
DRChoksey Diversified Equity Fund was launched on 16 Sep 2005. It has a 20-year track record.