Alfaccurate Advisors Emerging Giants Portfolio


Key Portfolio Attributes

Dr. Rajesh Kothari

Inception Date: 01st Jan 2021

Number of Stocks: 30-60

Founder, MD, and Portfolio Manager: Mr Rajesh Kothari

Portfolio Manager's Experience: Total Exp – 26 Years, Founded AAA in 2009

Portfolio Manager's Qualification: CWA and an MBA

Investment Objective

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.

Portfolio Strategy

• India investment strategy with strong emphasize on superior and sustainable growth

• Focus on companies with strong balance sheet and high return on capital employed

• Focus on companies which are emerging giants

Investment Process

AAA’s proprietary 3M approach has delivered superior risk-adjusted returns year after year and resulted in various multi-baggers such as Hitachi, Motherson Sumi and Whirlpool over the past 11 years. They invest in companies that have proven management, a strong balance sheet, superior earnings growth and exceptional corporate governance. Their radically resilient strategy is in accordance with this 3M approach of Market Size, Market Share, and Margin of Safety.

 

• Market Size:

Market size determines the size of the opportunity. They prefer companies that are targeting a large market size to generate exponential returns.

 

• Market Share:

They buy companies that are the leaders in their sector as they are the best positioned to navigate the upturn and downturn of the economy.

 

• Margin of Safety:

Price is what you pay. Value is what you get. They buy the companies which are available at reasonable valuations.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio7.9%15.8%13.8%20.4%33.1%
BSE Midsmall Cap TRI5.9%9.7%8.7%7.6%28.9%



Portfolio Holdings


Holding %
ABB India Ltd 4.86
Safari Industries India Limited 4.26
Eureka Forbes Ltd 3.73
Schaeffler India Ltd 3.65
Century Plyboards India Ltd 3.45
Top 5 Equity Holdings 19.95

Sector Allocation


Holding %
Software 7.46
Chemicals 8.45
Engineering 12.73
Consumer 16.94
Banking 32.94

Market Cap Allocation


Allocations %
Large Cap 6.0
Mid Cap 37.0
Small Cap 54.0
Cash 3.0


Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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From the Founders & Managers of AlfAccurate Advisors PMS

What to expect from AlfAccurate Advisors’ India Emerging Giants PMS?

  • It is a portfolio of 30-50 companies that are emerging giants with strong corporate governance and high growth potential with an investment horizon of 3-5 years.
  • It will significantly benefit from the ensuing economic recovery
  • It invests in the Sectoral leaders with large profit size but available in mid & small cap space, providing an attractive opportunity.
  • The plan launched in January 2021 and delivered 34.3% vs Benchmark at 25.9% during the last one year.

A high conviction and quality approach:

  • Based on our proprietary 3M Investment Approach, we invest in companies that have proven management, a strong balance sheet, superior earnings growth, and stellar corporate governance. We believe that by investing in companies with resilient fundamentals and sustainable competitive advantage while taking a long-term investment approach, we can preserve capital and provide stability across market cycles.
  • Our radically resilient strategy is in accordance with our 3M approach of Market Size, Market Share, and Margin of Safety.

Who should invest in AlfAccurate Advisors’ India Emerging Giants PMS?

Investors who wish to own a portfolio of companies that have a potential to generate significant economic value in the long term but presently available in mid and small market cap category.

Investment Horizon: Ideal for investment with a time horizon of preferably 5 years or above.

Which is the best company through which an investor can invest in Alfaccurate Advisors Emerging Giants Portfolio?

We recommend PMS AIF WORLD, because, it is one unique platform that offers real knowledge driven investing with their highly meaningful data, reports, and content that is written very well. PMS AIF World is a team of highly articulate, educated, and experienced people.



Disclaimer

#Returns as of 31 Aug 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.




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