KRChoksey - Alpha Invest PMS: Returns, Portfolio & Fees

PMS · Equity · Multi Cap

KRChoksey - Alpha Invest

Fund size₹96 Cr

Alpha (3Y)−0.46%

3Y return6.26%

Fund age19 yrs 5 mo

Fund Manager

Vaishali Pitale

Fund Manager, PMS, Drchoksey finserv

With over 20 years of experience in the Capital Markets, Vaishali Pitale has been managing funds at KRChoksey PMS for past 6 years. She possesses vast experience in wealth creation for domestic and overseas clients with thrust largely on research based high conviction & long term investing. With a disciplined approach towards investments, there has been consistent delivery of outperformance for more than half a decade. Previously, she has been associated with Brics Securities and catered to Private client group and Institutions on sell side. Being a post graduate in accountancy, she has serviced top 5 AMC’s and closely assisted the respective institutions with quality ideas & long term investments that have aided wealth creation for a diverse set of investors.

Managing AUM₹216 Cr

Growth of₹Cr

KRChoksey Alpha Invest

Returns: How it has done

Scheme / Benchmark	YTD	1Y	2Y	3Y	5Y	Since inception
KRChoksey Alpha Invest	3.61%	−0.99%	−6.62%	6.26%	6.47%	5.18%
NIFTY 50 TRI	−7.00%	−3.50%	−1.19%	8.99%	8.30%	10.89%
Excess over benchmark	10.61%	2.51%	−5.43%	−2.73%	−1.83%	−5.71%

Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.

Risk : What you take on to earn the return

Volatility

17.77%

Benchmark approx 13.33%

A standard deviation reflecting historical swings.

Sensitivity

1.05

Beta vs benchmark 1.00 · 5% more reactive

How strongly the scheme moves with the index.

Risk-reward

0.23

Sharpe

Excess return gained per unit of volatility.

Capture ratio

109 / 118

Upside / Downside Capture

Share of market gains captured versus losses absorbed.

How far below its previous high it fell

Over the trailing 3Y window the scheme fell −30.66% from its 29 Sep 2024 peak to a 31 Mar 2026 trough. It has not yet recovered.

Max drawdowns

−30.66%

Scheme Drawdown Trajectory

Drawdown analysis	Peak	Trough	Depth	Fell over	Recovered	Recovery took
Scheme	29 Sep 2024	31 Mar 2026	−30.66%	548 days	–	–
Benchmark	30 Aug 2024	28 Feb 2025	−15.27%	182 days	–	–

Scheme

Peak29 Sep 2024

Trough31 Mar 2026

Depth−30.66%

Fell over548 days

Recovered–

Recovery took–

Benchmark

Peak30 Aug 2024

Trough28 Feb 2025

Depth−15.27%

Fell over182 days

Recovered–

Recovery took–

The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026

Portfolio Details : Where the money actually sits

Stocks

Asset class

Equity

Market cap

Large cap76.50%

Mid cap12.32%

Small cap10.91%

Cash & others0.27%

As on 31 Aug 2026

Fees

A fixed plan is cheaper when returns are strong.

FixedPlan A · Simple

Fixed Management Fee2.00% / yr

Performance FeeNone

Hurdle RateNot applicable

Exit load 3.00% within 1 year, 2.00% within 2 years, 1.00% within 3 years. Lock-in: Nil.

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