AAA Emerging Giants PMS plan is a portfolio of 30-60 companies that are mid/small caps with strong corporate governance and high growth potential with an investment horizon of 3-5 years.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | -1.50% | -0.70% | 17.70% | 4.70% | 25.50% | ||||
| BSE Midsmall Cap TRI | -2.20% | 1.90% | 17.30% | 0.70% | 23.90% |
Portfolio Holdings
| Holding | % |
|---|---|
| Eureka Forbes Ltd | 3.84 |
| Safari Industries India Limited | 3.65 |
| Bajaj Electricals Ltd | 3.20 |
| Cholamandalam Investment And Finance Company Ltd | 3.05 |
| KSB Ltd | 3.05 |
| Top 5 Equity Holdings | 16.79 |
Sector Allocation
| Holding | % |
|---|---|
| Software | 7.46 |
| Chemicals | 8.45 |
| Engineering | 12.73 |
| Consumer | 16.94 |
| Banking | 32.94 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 5.00 |
| Mid Cap | 39.00 |
| Small Cap | 53.00 |
| Cash | 3.00 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
From the Founders & Managers of AlfAccurate Advisors PMS
Which is the best company through which an investor can invest in Alfaccurate Advisors Emerging Giants Portfolio?
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Disclaimer
#Returns as of 31 Dec 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.
