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.
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Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
DRChoksey Select Multiplier
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 | ₹1.00 | -1.08 | 9.16 | -14.86 | -28.96 | -22.27 | -9.11 | -5.34 | NA | -8.26 |
| Benchmark | NA | 1.67 | 7.40 | -8.10 | -5.42 | 0.85 | 8.80 | 12.17 | NA | 9.95 |
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