Alfaccurate Advisors Focus Plan PMS


Key Attributes

Mr 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
Portfolio-2.5%-3.0%-4.9%16.2%31.7%16.9%12.5%-14.1%
BSE 500-0.6%-0.4%-1.4%21.0%37.6%16.9%14.0%-12.4%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
Bajaj Finance Ltd 9.29
Infosys Ltd 8.44
ICICI Bank Ltd 7.27
HDFC Bank Ltd 6.30
Asian Paints Ltd 4.35
Top 5 Equity Holdings 35.65

Sector Allocation


Holding %
Banking 33.80
Consumer 17.00
Engineering 14.70
Software 13.00
Chemicals 5.50

Market Cap Allocation


Allocations %
Large Cap 66.5
Mid Cap 18.5
Small Cap 3.2
Cash 11.9

Disclaimer

#Returns as of 30 Apr 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 Mar 22.



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