KRChoksey - Alpha Invest

EQUITY MULTI CAP

A fund pursuing a bottoms-up investment approach to identify promising investment ideas across various market segments.

+6.37%

3Y annualised returns

+11.20%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

21 Mar '07

Total AUM

₹168.44Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity100.0%

Equity market cap split

Large Cap58.3%

Small Cap21.5%

Mid Cap11.9%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

3.00%

PMS management

VP
Vaishali Pitale
Fund Manager
View details

About

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.

Experience

Over 20 years of experience in capital markets, including 6 years as a fund manager.

Investment philosophy

Specializes in research-based, high-conviction, and long-term investing for wealth creation.

Previously worked at