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

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?
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 Dec 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.