AAA India Opportunity Portfolio
1,935.74 CR AUM
AAA India Opportunity Portfolio
1,935.74 CR AUM

rajesh kothari
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.
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