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AAA Shariah Portfolio

AAA Shariah Portfolio is a Equity Portfolio Management Service launched by AlfAccurate Advisors Pvt Ltd on May 2019. Managed by RAJESH KOTHARI, the fund holds ₹263 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: 4.79% (1Y), 12.23% CAGR (3Y), 14.76% since inception. Performance data as of July 2026.

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AAA Shariah Portfolio

AlfAccurate Advisors Pvt Ltd

262.60 CR AUM

AAA Shariah Portfolio

AAA Shariah Portfolio

AlfAccurate Advisors Pvt Ltd

262.60 CR AUM

BSE 500 TRI
Benchmark
7yr 2mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
7yr 2mo
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.

What is this fund's investment objective?

It aims to provide medium to long term capital gains by investing in Shariah-compliant equity and equity-related instruments of well-researched value and growth-oriented companies.

How has AAA Shariah Portfolio performed?

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Wealth Creation Calculator

1M IA return
3.79%
1M benchmark return
1.73%
Alpha
2.06%
1M Wealth multiple
1.04x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
3.79%
1M benchmark return
1.73%
Alpha
2.06%
1M Wealth multiple
1.04x

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