AAA FOCUS PMS PLAN

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About Company

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 on a regular basis, 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

Year of Inception 2009
Number of Stocks 46
Investment Horizon NA
Fund Managers Dr. Rajesh Kothari

Investment Philosophy

  • To produce substantial investment returns, the size of the opportunity should be enormous.
  • The business should be profitable on a regular basis and among the industry’s top players.
  • The business should have a sustainable opportunity for growth while maintaining a reasonable margin of safety.

Unique Feature

A portfolio of 30 market leaders with solid corporate governance, significant development potential, and a three-year investment horizon makes up the AAA FOCUS PMS plan. The FOCUS PMS plan from Alfaccurate Advisors is a portfolio of 30 market leaders with 3-5 year investment horizons, solid corporate governance, and significant development potential. We invest in businesses with established management, a solid balance sheet, exceptional profits growth, and excellent corporate governance based on our unique 3M Investment Approach. We think we can preserve money and offer stability through market cycles by making long-term investments in businesses with strong fundamentals and durable competitive advantage. Our 3M model of market size, market share, and margin of safety guide our radically resilient strategy.

  •  Industry Size:

The size of the opportunity depends on the size of the market. They favour businesses that aim to capture a sizable market to achieve exponential returns.

  • Share of the market:

They invest in businesses that are market leaders because they are better equipped to weather economic ups and downs.

  • Safety Margin:

What you pay is the price. What you receive has value. They purchase businesses that are offered at fair prices.

ALFAccurate AAA Focus Plan makes investments in at least 30 businesses. The strategy also has a framework for risk management that is well-defined:

  • 40 to 100% of large-cap exposure
  • 0 to 60% of mid/small-cap exposure
  • Maximum weight in a single stock: 10%
  • 35% maximum weighting for one sector
  • 50% maximum weighting for the top 10 stocks

ALFAccurate adopts a GARP strategy, typically investing in industry market leaders with significant room for expansion at fair prices. A strategy that has been around for a while, ALFAccurate IOP consistently outperforms its benchmark and has a track record spanning more than ten years.

WHY AAA?
  • The company’s founder, Rajesh Kothari, is the CIO of AAA PMS. The founders are fund managers.
  • Rajesh formerly held the positions of Fund Manager at DSP MF and Partner at Voyager Investment Advisors (FII).
  • Received the Platinum Fund Manager Award for DSP and the CRISIL Mutual Fund of the Year Award from CNBC TV18.
SHARES FUND:

There is no chance that the client’s guardians will change, ensuring complete dedication and investment interest alignment.

  • Customer-focused business model: AAA exclusively engages in PMS and investment advice activities; it does not engage in broking, asset management, etc. The clients, therefore, have no conflict of interest.

The advantages of speaking with the founder directly are enjoyed by AAA clients, ensuring better understanding.

Family offices and UHNIs are among AAA’s clientele. AAAPMS is currently supplied via well-known national distributors.

  • Superior Performance: AAA PMS is one of the few companies in the sector to have operated for ten years.

In the past 10+ years, AAA IOP PMS has produced a CAGR of 17.6%, as opposed to the 11.2% posted by the BSE 500 Index.

Due to its exceptional risk-adjusted return performance across all categories, AAA IOP PMS was given the Best 10-Year Performance Award (rank 3) on February 21. (data analyzed by IIM Ahmedabad).

30 market leaders with strong corporate governance comprise the portfolio, significant development potential, and a three-year investment horizon that makes up the AAA FOCUS PMS plan.

FAQ

What companies does AAA focus on?

AAA invests in firms with established management, a robust balance sheet, excellent profits growth, and stellar corporate governance, using our patented 3M Investment Approach. They think that by investing pin firms with strong foundations and sustainable competitive advantage over the long term, we can protect money and offer stability during market cycles.

What is AAA FOCUS PMS?

With a 3-5-year investment horizon, the AAA FOCUS PMS plan is a portfolio of 30 industry leaders with solid corporate governance and great development potential.

What is the benchmark of the AAA Focus PMS Plan?

BSE 500 Index

How does AAA use Diversification as Prudent Risk Management?

Only diversification can decrease three major risks: governance, technology, and the business cycle. To decrease company/sector-specific risk, AAA invests across market capitalisation, sectors, and firms.

What is the Defined Exit Strategy in AAA?

AAA FOCUS PMS PLAN has a well-thought-out Exit plan. We sell/reduce owing to portfolio rebalancing, changes in the portfolio company’s growth assumptions, and pricey prices.

About Fund Manager

Dr.Rajesh Kothari:Founder & Managing Director Alf Accurate Advisors Pvt Ltd


Mr. Rajesh Kothari is the visionary Author & Managing Director of AlfAccurate Advisors & the driving force behind making AAA one of India’s most admired, award-winning investment operation enterprises. With 25 times of rich experience in the Indian capital request with deep moxie in Long Only & Long Short investment strategy, he has conceptualized & executed AAA’s unique Radically Flexible investment morality and 3M investment gospel towards harmonious superior threat- acclimated returns over the once 11 times.

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

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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.