AAA Budding Beasts PMS

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Welcome to AIF & PMS Experts India Pvt. Ltd.

About AlfAccurate Advisors

AlfAccurate’s focus is only on the fundamental skills and outstanding track record of our investment management team members. Unlike many of our competitors, we do not provide additional services such as wealth management or brokerage, so there is no conflict of interest. This allows our team to strategically operate at the highest levels of corporate governance in a transparent way, while also providing the necessary time and resources to focus on what’s actually essential – in-depth research and agility in tracking the appreciation of your investment. You have unparalleled direct access to our team of fund managers, as well as access to our robust partner network. Client onboarding is simplified, inquiries are answered quickly, and portfolio performance is updated regularly, to name a few benefits. Through our publication AAA Insights, we hope to dispel myths and misconceptions about investing possibilities and help you gain a better understanding of the investment environment and decisions. Our whole staff is dedicated to giving the most customised service possible at all times.

Fund Snapshot

Fund Type Mid-Cap PMS
Benchmark Index BSE 500
Minimum No. of Stocks 30
Mid & Small Cap Exposure 65%-100%
Large cap Exposure 0%-35%
Max Weight in 1 stock 10%
Max Weight in 1 Sector 30%
Max Weight in top 10 Stocks 50%

Why AlfAccurate Advisors?

Client-Centric Business Model

  • AAA is only into PMS & Investment advisory and not into other businesses like broking, wealth management, etc. Hence, no conflict of interest for the clients.
  • AAA clients enjoy the benefits of directly communicating with the founder, thereby ensuring enhanced understanding.
  • AAA clients include family offices, UHNIs and AAA PMS product is presently distributed by well known national distributors.

Superior Track Record

  • AAA PMS is one of the few players in the industry which has completed 13 years.
  • During the last 13+ years, AAA IOP PMS delivered 18.3% CAGR vs 12.1% CAGR reported by BSE 500 Index.
  • AAA IOP PMS received Best 10 year Performance Award (rank 2) in the country for delivering superior risk adjusted returns.

Investment Philosophy

DIVERSIFICATION

Three important risks : Governance, Technology and Business cycle – can be reduced only by Diversification. We invest across market cap, sectors, and companies to reduce company/sector specific risk.

STAGGERED APPROACH

We build the portfolio over a period of time. We do not follow Model portfolio approach.

DISCIPLINED EXIT STRATEGY

We have a disciplined Exit strategy. We sell/reduce due to rebalancing of the portfolio, change in growth assumption of our portfolio company, expensive valuations.

Market Size

Market size determines size of opportunity. We prefer companies which are targeting large market size to generate exponential returns.

Market Share

We buy the companies which are leaders in their sector as they are best positioned to navigate upturn and downturn of the economy.

Margin Of Safety

Price is what you pay. Value is what you get. We buy the companies which are available at reasonable valuations

Quality Screening

Screening Stage

Companies which have a good corporate governance, strong business moats along with a reasonable profit size

Deep Dive Stage

Companies which are market leaders and effectively positioned to grow and multiply

Selection Stage

Companies with strong earnings growth prospects and right valuations

Internal Checks - Forensic Assessment

MANAGEMENT PRACTICES

To assess the governance

ACCOUNTING POLICIES

Assess the consistency and fairness of the accounting policies

TAXATION MISCHIEFS

Identify the potential fraud

QUALITY OF CASHFLOW

Ability to convert the revenue to cash and re-invest into the business

Internal Checks - Longevity Assessment

LONGEVITY OF BUSINESS GROWTH

Sustenance of revenue and earnings growth Assessing competitive advantage

LONGEVITY OF RETURN RATIOS

Gauging business profitability and efficiency

LONGEVITY OF CASHFLOW

Identify financial strength

LONGEVITY OF REINVESTMENT

Intensity to generate Self sustaining growth

About Fund Manager

Rajesh Kothari : Founder & Managing Director, CWA, MBA


Rich experience of more than 26 years in Indian capital market with expertise in both Long Only & Long Short investment strategy. Former Director with Voyager Investment Advisors (US$500m) – USA-based India dedicated fund. During his tenure, fund Outperformed the benchmark indices significantly. Former Fund Manager with DSP Merrill Lynch Fund Managers (DSP MF) for more than four years. The schemes delivered annualized return of 55% (Equity Fund) & 62% (Top100 Fund) outperforming benchmark indices by more than 20% & 10% respectively. The equity schemes maintained its “1st Quartile Ranking” consistently during his tenure.

Exit Strategy

The only constant is change. The average lifespan of a company listed on the S & P 500 has reduced from 90 years in 1935 to 18 years, as per a McKinsey report. We are agile, and active, never letting our guard down.

  • There is a need to rebalance weights for risk management purposes
  • A company no longer meets our buy/hold criteria
  • A company no longer meets our valuations criteria
  • There is no longer a durable double digit return expectation for a company’s stock
  • There is a more compelling investment opportunity to fund

Why AAA Budding Beasts PMS?

Access to Market Leaders

Aims for mid & small cap exposure to ~50 market Leaders across sectors.

Growth Potential

Significant growth opportunities for Small and Mid-cap companies can lead to superior returns.

Grounded in Research

Combines top-down and bottom-up research with strong due diligence.

Award Winning Track Record

We have a proven track record of investment in companies yielding multibagger returns.

Sectoral Allocation

Sector Percentage of Allocation
Engineering 29.1%
Consumer 24.3%
Banking & Finance 17.7%
Auto Ancillary 11.1%
Software 5%
Chemicals 3.5%
Pharma 3.2%
Others 5.7%
Cash 0.5%
Product - AMC Category AUM (in Cr.) Performance 1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI

AAA INDIA OPPORTUNITY PLAN (AAAIOP)

AMC Name: ALFACCURATE ADVISORS Inc Date: 23-Nov-09
Multi Cap
(PMS)
₹ 1,878.62 Strategy 6.10 10.00 15.60 28.30 13.80 20.70 17.70 20.20 18.80
BSE500 8.00 12.40 18.50 26.50 15.10 20.40 17.60 16.10 13.00

AAA FOCUS PLAN (AAAFP) (30 STOCKS)

AMC Name: ALFACCURATE ADVISORS Inc Date: 17-Nov-14
Multi Cap
(PMS)
NA Strategy 7.16 9.59 8.95 17.63 9.84 15.78 16.39 NA 14.43
Index BSE500 8.0 12.3 18.5 26.6 15.1 20.4 17.6 NA 13.6

AAA Budding Beasts

AMC Name: ALFACCURATE ADVISORS Inc Date: 1-Jan-21
Mid Cap
(PMS)
NA Strategy 3.00 10.24 21.57 47.09 24.08 32.32 NA NA 32.32
BSE MidSmall Cap 8.0 12.3 18.5 26.6 15.1 20.4 NA NA 20.4

Book a call with our experts

For any queries, contact us on Mobile: +91 95616 10108, Landline: 020-48627339,Toll Free: 1800 210 1995, Email: [email protected]     Whatsapp-logo

Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.