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AAA India Opportunity Portfolio

AlfAccurate Advisors Pvt Ltd

1,935.74 CR AUM

AAA India Opportunity Portfolio

AAA India Opportunity Portfolio

AlfAccurate Advisors Pvt Ltd

1,935.74 CR AUM

BSE 500 TRI
Benchmark
16yr 4mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
16yr 4mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

rajesh kothari

Fund Manager
EQUITYStrategies

Mr. Rajesh Kothari is the Founder and Managing Director of AlfAccurate Advisors which is one of the leading Investment Advisory firms in India. With a CWA and an MBA by qualification, he has a rich experience of more than 20 years in the Indian Capital Markets and has handled several investment projects in premier investment institutions. AlfAccurate Advisors PMS has delivered 24% compounded annualized returns since its inception in 2009 by one of the highest in the industry. During his tenure as a Fund Manager at DSP Merrill Lynch Fund Managers (now DSP BlackRock Mutual Fund), the equity assets under management flourished from USD 100mn to USD 1.5bn. All through this period of five years, the equity schemes often ranked in its 1st 'Quartile Ranking' by CRISIL, a Standard & Poor's affiliate. This is a testimony to his financial acumen and vast knowledge of investments. He is the recipient of several awards for delivering superior and consistent risk-adjusted returns. He won the CRISIL Mutual Fund of the Year Award in 2006 for DSP Merrill Lynch Equity Fund. Economic Times rated him as a b Platinum Fund Manager. During his tenure, the fund house also received the Lipper India Fund award for the Best Equity Fund Group for three years. He is also honoured with CMA Young Achiever Award 2014 by ICMAI. Moreover, he has also been a keynote speaker at several international conferences/summits like Maharashtra Economic Summit, Institute of Directors, TradeTech Asia conference and The World Council for Corporate Governance. He has also invited a guest speaker on business channels like CNBC-TV18, ETNOW, and Bloomberg. Mr. Kothari is also actively involved with Arham Yuva Seva Group - a philanthropic initiative with several significant programmes for a better world for the youth.

Mr. Rajesh Kothari is the Founder and Managing Director of AlfAccurate Advisors which is one of the leading Investment Advisory firms in India. With a CWA and an MBA by qualification, he has a rich experience of more than 20 years in the Indian Capital Markets and has handled several investment projects in premier investment institutions. AlfAccurate Advisors PMS has delivered 24% compounded annualized returns since its inception in 2009 by one of the highest in the industry. During his tenure as a Fund Manager at DSP Merrill Lynch Fund Managers (now DSP BlackRock Mutual Fund), the equity assets under management flourished from USD 100mn to USD 1.5bn. All through this period of five years, the equity schemes often ranked in its 1st 'Quartile Ranking' by CRISIL, a Standard & Poor's affiliate. This is a testimony to his financial acumen and vast knowledge of investments. He is the recipient of several awards for delivering superior and consistent risk-adjusted returns. He won the CRISIL Mutual Fund of the Year Award in 2006 for DSP Merrill Lynch Equity Fund. Economic Times rated him as a b Platinum Fund Manager. During his tenure, the fund house also received the Lipper India Fund award for the Best Equity Fund Group for three years. He is also honoured with CMA Young Achiever Award 2014 by ICMAI. Moreover, he has also been a keynote speaker at several international conferences/summits like Maharashtra Economic Summit, Institute of Directors, TradeTech Asia conference and The World Council for Corporate Governance. He has also invited a guest speaker on business channels like CNBC-TV18, ETNOW, and Bloomberg. Mr. Kothari is also actively involved with Arham Yuva Seva Group - a philanthropic initiative with several significant programmes for a better world for the youth.

Purpose

AAA India Opportunity Portfolio is an equity investment strategy focused on identifying market leaders with strong corporate governance, scalable business models and high growth potential across sectors. The strategy follows a research driven investment framework combining top down and bottom up analysis with rigorous due diligence. Portfolio construction emphasises disciplined entry, position sizing and exit strategy while remaining aligned with long term fundamentals and business cycle awareness. The portfolio typically consists of about 40 to 60 companies that are category leaders with strong balance sheets, sustainable earnings growth and high return ratios. The strategy aims to capture long term growth by investing in companies with strong competitive advantages and durable business models. Illustrative past investments include Bajaj Finance, Polycab India, JB Chemical, Trent, Uno Minda and Safari Industries where scalable businesses were identified early and held through earnings expansion phases. Portfolio diversification is maintained with position limits where maximum weight in a single stock is generally about 10 percent and top ten holdings may account for about 50 percent of the portfolio. The investment horizon is generally three to five years with active monitoring and portfolio rebalancing based on valuation and growth outlook. Sector agnostic. Market cap combination of large cap, mid cap and small cap.

Investment Approach v/s Benchmark Metrics

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1M IA return
-11.84%
1M benchmark return
-11.37%
Alpha
-0.47%
1M Wealth multiple
0.88x

Investment Approach v/s Benchmark Performance

2026
2026
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Wealth Creation Calculator

1M IA return
-11.84%
1M benchmark return
-11.37%
Alpha
-0.47%
1M Wealth multiple
0.88x

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