AAA Budding Beasts

AlfAccurate Advisors
PMS Small & Mid Cap
Benchmark
S&P BSE 500 TRI
Inception Date
1 January 2021
Min. Investment
₹50,00,000
AUM (Cr.)
₹707.06
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

Our investment strategy focuses on a diversified portfolio of 30-50 small and mid-cap companies exhibiting promising growth potential. We identify enterprises with robust underlying financial health, sustainable competitive moats, and a commitment to high standards of corporate governance. These carefully selected entities are positioned to navigate short-term market fluctuations and generate superior risk-adjusted returns for our investors.

Investment Objective

This investment strategy for the Indian market is designed to achieve robust and enduring capital appreciation. We prioritize identifying companies that demonstrate both exceptional and sustainable growth trajectories. Our selection process specifically targets businesses characterized by financial resilience, evidenced by strong balance sheets, and high operational efficiency, reflected in superior returns on capital employed. Furthermore, we place significant emphasis on identifying and investing in companies that are poised to become future market leaders, possessing the characteristics of emerging giants.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -0.94% -0.24% -0.70%
3 MONTHS 2.60% 5.02% -2.42%
6 MONTHS -0.05% 1.63% -1.68%
1 YEAR 2.38% 7.63% -5.25%
2 YEAR 16.05% 11.65% 4.40%
3 YEAR 25.57% 16.41% 9.16%
SINCE INCEPTION 25.53% 16.82% 8.71%

Calendar Year Performance

Year Return
CY 2025 2.38%
CY 2024 31.54%
CY 2023 47.11%
CY 2022 4.67%
CY 2021 49.87%

Financial Year Performance

Year Return
FY 26_YTD 16.38%
FY 25 16.38%
FY 24 44.85%
FY 23 5.93%
FY 22 40.16%
FY 21 6.81%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Rajesh Kothari

Founder and Managing Director

Mr. Rajesh Kothari, Founder and Managing Director of AlfAccurate Advisors, is a distinguished leader in India's investment advisory sector. Possessing a CWA and an MBA, he brings over 27 years of extensive experience in Indian capital markets, having managed numerous investment initiatives at prominent financial institutions. AlfAccurate Advisors PMS has achieved a compounded annualized return of 18.6% since its establishment in 2009, a performance that ranks among the industry's highest. Prior to co-founding AlfAccurate Advisors, Mr. Kothari served as a Fund Manager at DSP Merrill Lynch Fund Managers (now DSP BlackRock Mutual Fund). During his five-year tenure, the firm's equity assets under management grew from USD 100 million to USD 1.5 billion. Under his management, the equity schemes consistently secured a first quartile ranking from CRISIL, a Standard & Poor's affiliate. This track record underscores his profound financial expertise and deep understanding of investment principles. Mr. Kothari has been recognized with multiple accolades for generating exceptional and sustained risk-adjusted returns. He was the recipient of the CRISIL Mutual Fund of the Year Award in 2006 for the DSP Merrill Lynch Equity Fund. Economic Times acknowledged him as a Platinum Fund Manager. Furthermore, the fund house received the Lipper India Fund award for Best Equity Fund Group for three consecutive years during his leadership. He was also honored with the CMA Young Achiever Award in 2014 by ICMAI. His thought leadership has been sought after at various international forums, including the Maharashtra Economic Summit, the Institute of Directors, the TradeTech Asia conference, and The World Council for Corporate Governance, where he has delivered keynote addresses. He has also been a featured guest speaker on prominent business television channels such as CNBC-TV18, ETNOW, and Bloomberg. Beyond his professional endeavors, Mr. Kothari actively contributes to the Arham Yuva Seva Group, a philanthropic organization dedicated to implementing impactful programs for the betterment of youth.

Portfolio Details

Portfolio Composition

Large Cap
11.25%
Mid Cap
25.30%
Small Cap
60.12%
Cash & Equivalent
3.33%

Top 5 Holdings

  • Multi Commodity Exchange Of India Ltd 3.89%
  • Shriram Finance Ltd 3.51%
  • Aditya Infotech Ltd 2.73%
  • Hitachi Energy India Ltd 2.66%
  • TVS Motor Company Ltd 2.60%

Top 5 Sectors

  • Consumer 17.34%
  • Banking & Finance 15.59%
  • Auto & Auto Ancillary 14.01%
  • Engineering 13.92%
  • Pharma 13.32%

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
15.39%
top 5 sectors percent
74.18%
average market cap
42205.69
portfolio age
4 Yrs, 11 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1.5%

Hurdle: 10%

Profit Sharing: 20%

Exit Load

Year 1: 2%

Year 2: 0%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)