Investment Philosophy
DrChoksey FinServ follows a research-driven, balanced investment philosophy focused on sustainable returns and risk management:
- Strong Research Foundation
Investment decisions are backed by in-depth fundamental research and sector analysis. - Growth with Valuation Discipline
Focus on companies with strong earnings potential while ensuring reasonable entry valuations. - Blend of Top-Down & Bottom-Up
Combines macroeconomic insights with company-level analysis for better decision-making. - Diversified Portfolio Construction
Allocation across sectors and market caps to reduce concentration risk. - Active Portfolio Management
Continuous monitoring and timely rebalancing based on market dynamics. - Risk Management Framework
Emphasis on capital protection through disciplined exits and portfolio oversight. - Focus on Quality & Governance
Preference for businesses with strong management and transparent governance practices. - Long-Term Wealth Creation
Aims to generate consistent, compounding returns over a longer investment horizon.
Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
DRChoksey Alpha Invest
Benchmark: Nifty 50 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Drchoksey Finserv Private Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹99.71 | 2.85 | -0.54 | -7.67 | -9.20 | -4.58 | 6.33 | 7.72 | 7.46 | 4.88 |
| Benchmark | NA | -1.72 | -6.30 | -9.87 | -3.84 | 3.35 | 9.52 | 10.36 | 9.87 | 10.87 |
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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.