Drchoksey Finserv Private Limited • Equity
DRChoksey Focused Advantage is an equity portfolio management service (PMS) strategy run by Drchoksey Finserv Private Limited, launched on 2 Sep 2021. As of 30 Sep 2026, it manages ₹18.73 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are -5.11% over 1 year, +3.80% over 3 years and +4.28% over 5 years (+4.72% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 2.26 percentage points behind of its benchmark. Its 3-year return ranks 194th of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Vaishali Pitale.
Ranked nearby on 3-year return: Trivantage Capital Focussed Corporate Lenders Portfolio (+3.96%), Structured Product Series 2-Private Markets (+3.89%), Consistent Compounders (+3.59%), Chanakya Wealth Creation Plan (+3.52%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -5.19% |
| 3 Months | +1.51% |
| 1 Year | -5.11% |
| 3 Years | +3.80% |
| 5 Years | +4.28% |
| Since Inception | +4.72% |
| management fee | Fixed Fees: Fees 2% |
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.
Book an intro callDRChoksey Focused Advantage has a 1-year return of -5.11%, a 3-year return of +3.80%, a 5-year return of +4.28% and +4.72% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, DRChoksey Focused Advantage returned +4.28% against +6.37% for the Nifty 50 TRI, 2.09 percentage points behind. Over 3 years it returned +3.80% against +6.06%; Over 1 year it returned -5.11% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, DRChoksey Focused Advantage's 3-year return of +3.80% ranks 194th as of 30 Sep 2026.
DRChoksey Focused Advantage is managed by Vaishali Pitale at Drchoksey Finserv. The strategy manages ₹18.73 Cr of client assets as of 30 Sep 2026.
DRChoksey Focused Advantage manages ₹18.73 Cr of client assets as of 30 Sep 2026.
The fee structure for DRChoksey Focused Advantage includes: management fee: Fixed Fees: Fees 2%.
The minimum investment for DRChoksey Focused Advantage is ₹50 Lakhs.
DRChoksey Focused Advantage was launched on 2 Sep 2021. It has a 5-year track record.
Description
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