Alfaccurate Advisors Focus Plan PMS


Key Portfolio Attributes

Dr. Rajesh Kothari

Inception Date: 17th November, 2014

Number of Stocks: 30

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

Alfaccurate Advisors’ FOCUS PMS plan is a portfolio of 30 companies which are market leaders with strong corporate governance and high growth potential with investment horizon of 3-5 years.

Investment Strategy

Investment Philosophy

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
Portfolio4.4%12.4%10.0%8.9%28.5%22.9%13.2%-15.0%
BSE 5004.8%9.2%8.5%7.0%29.8%21.3%13.6%-12.5%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
Bajaj Finance Ltd 9.03
ICICI Bank Ltd 7.25
Infosys Ltd 5.02
ABB India Ltd 4.61
HDFC Bank Ltd 4.39
Top 5 Equity Holdings 30.30

Sector Allocation


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

Market Cap Allocation


Allocations %
Large Cap 66.2
Mid Cap 23.4
Small Cap 4.4
Cash 6.1


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’ Focus Plan PMS?

      • Offers concentrated portfolio of 30 high-quality businesses that are market leaders with strong corporate governance and high growth potential in the long term.
      • It is a multicap PMS plan with a minimum 60% into large cap.
      • It has 7+ years of track record – 14.6% CAGR vs Benchmark index at 12.1% (for the period 17 Nov 2014 to 28 February 2022)

      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’ Focus Plan PMS?

Investors who wish to own a portfolio of high-conviction ideas mainly in large and mid-market cap. Investors looking to build portfolio of companies which are market leaders and offers high growth potential.

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 Focus Plan PMS?

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.

*QRC Report Card data is updated quarterly. Current data is as of Jun 22.




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Do Not Simply Invest, Make Informed Decisions