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AAA IOP PMS

AIF & PMS Chatbot

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Welcome to AIF & PMS Experts India Pvt. Ltd.

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 40-60
Investment Horizon Long term
Fund Managers Rajesh Kothari

Investment Philosophy

AAA IOP PMS invests in businesses that are leaders of the market with strong corporate governance.

The fund follows the 3M investment approach that is as follows: 

  • Market Size 
  • Market Share 
  • Margin of Safety

AAA PMS believes in prudent risk management with diversification, staggered investment approach and defined exit strategy.

Unique Feature

Investors who want to increase the proportion of their core stock holdings in high-growth companies with superior and steady development. It is a market cap-neutral portfolio that is unprejudiced toward any specific sector or business.

Financial Horizon Perfect for investments with a time horizon of at least five years. Because AAA IOP PMS is a special platform that provides knowledge-driven investment with highly useful statistics, reports, and well-written content, so we highly suggest it. A highly intelligent, educated, and experienced team makes up AIF PMS.

This strategy’s goal is to buy shares in listed firms that are a mix of high growth and value equities. Capital protection is the main area of focus with the goal of delivering good long-term returns through a disciplined, basic, research-driven strategy.

Stock Identification 
  • Focus on earnings, free cash flow, ROE, long-term growth, and profitability patterns from a universe of 600 firms 
  • Filter technique – employing a variety of valuation metrics

Process of analysis and decision-making

Initial evaluation, corporate encounter, and thorough due diligence

  • Determine a long-term competitive advantage

Investment strategy for India that places a high priority on exceptional and sustainable growth

Pay attention to businesses with solid balance sheets and excellent returns on invested capital

portfolio with a range of 40 to 60 high-quality growth companies

Award-winning track record with 12+ years of performance at 18.8% CAGR compared to 12% for the benchmark index Enjoy the advantages of real multicap with the appropriate balance of large, mid, and smallcap exposure (for the period 23 November 2009 to 28 February 2022)

FAQ

What kind of Structure is AAA IOP PMS?

True multi-cap exposure with a good mix of major, mid, and small caps. 40-60 high-quality growing businesses in a diversified portfolio.

What is the 3M approach of AAA?

The 3M methodology of Market Size, Market Share, and Margin of Safety guides AAA’s radically robust strategy.

What are the 3 Investment Mantras for 2022 from AAA?

Equity to outperform

The stock asset class benefits from a combination of reduced real rates, strong corporate profit growth, and structural changes.

Bottom-up approach

In contrast to 2021, 2022 is likely to be a year of stock selection. In a rising inflation environment, high-quality enterprises with great pricing power are likely to outperform.

Active Investment Management

Constant surprise in data points – both the positive and worse – need adaptability, as does addressing risk considerations.

What is the Risk Analysis process in AAA IOP Plan?

  • Excess return per unit of variation is less than one beta, which indicates reduced portfolio volatility. The higher the Sharpe ratio, the better.
  • The standard deviation indicates the degree of variance.
  • It represents PMS’ total success in rising markets.
  • It represents PMS’ overall performance in low markets.
  • Investment Manager has profited more during up (positive) markets and lost less during down (negative) markets if the capture ratio is greater than one.

About Fund Manager

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)
1288.86 Strategy 4.8 10.5 8.3 6.6 29.5 23.7 12.0 20.3 18.8
Index BSE500 4.8 9.2 8.5 7.0 29.8 21.3 13.6 15.4 12.3

AAA FOCUS PLAN (AAAFP) (30 STOCKS)

AMC Name: ALFACCURATE ADVISORS Inc Date: 17-Nov-14
multi cap
(PMS)
1107.8 Strategy 4.4 12.4 10.0 8.9 28.5 22.9 13.2 NA 15.0
Index BSE500 4.8 9.2 8.5 7.0 29.8 21.3 13.6 NA 12.5

AAA Emerging Ginats

AMC Name: ALFACCURATE ADVISORS Inc Date: 1-Jan-21
multi cap
(PMS)
1107.8 Strategy 7.9 15.8 13.8 20.4 NA NA NA NA 33.1
BSE MidSmall Cap 5.9 9.7 8.7 7.6 NA NA NA NA 28.9

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For any queries, contact us on Mobile: +91 836 858 6435, 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.