Aaa Focus Portfolio

AAA Focus Portfolio

Distributed through AltPort Experts. Comprehensive fund documentation can be accessed through our research team.

AlfAccurate Advisors Pvt Ltd

AlfAccurate’s focus is only on the fundamental skills and outstanding track record of our investment management team members. Unlike many of our competitors, we do not provide additional services such as wealth management or brokerage, so there is no conflict of interest. This allows our team to strategically operate at the highest levels of corporate governance in a transparent way, while also providing the necessary time and resources to focus on what’s actually essential – in-depth research and agility in tracking the appreciation of your investment. You have unparalleled direct access to our team of fund managers, as well as access to our robust partner network. Client onboarding is simplified, inquiries are answered quickly, and portfolio performance is updated regularly, to name a few benefits. Through our publication AAA Insights, we hope to dispel myths and misconceptions about investing possibilities and help you gain a better understanding of the investment environment and decisions. Our whole staff is dedicated to giving the most customised service possible at all times.

AAA Focus Portfolio

Fund Snapshot

PMS Provider Name	AlfAccurate Advisors Pvt Ltd
Benchmark	BSE 500 TRI
Strategy Name	Equity
Product Name	Others
Date Of Inception	17/11/2014
Age	11.1 Years
Min. Inv. Amount	5000000
Fixed Fees Structure	NA
Fund Manager	RAJESH KOTHARI
1 Month Turnover	0.12
1-Year Turnover	0.67
AUM CR	â‚¹12.43

Purpose

To generate long-term capital appreciation from a portfolio that is substantially constituted of securities, with a combination of high-growth stocks as well as value stocks.

Building Wealth for the Long Haul

Our investment idea is all about building wealth that can last through market ups and downs. We want to find companies that can keep growing no matter what the economy is doing. That way, our investments will match long-term worth instead of just chasing quick market trends.

Investing in Good Earnings

Our plan is to put money into companies that have consistent, good earnings because they have a leg up on the competition. Over time, how a company is valued by the market usually matches how its earnings grow. So earnings growth becomes the main thing that drives worth and price. We like companies that have proven leaders, good products, and are on top in markets that are getting bigger.

Lasting Edge

Companies that have good leaders, know what they're doing, and are always trying to make new things tend to have a lasting edge over their rivals. Always innovating, being flexible, and doing things the right way helps these companies keep growing. This adds up over time to a lot of value for shareholders.

Investing in Strong Businesses

We're all about companies that are strong at their core and can handle tough times. You can't control the economy, but we want to own businesses that have strong balance sheets, make money, and are good at making profits. We stick to our plan of focusing on quality.

Lasting value, Less Risk

Our goal is to put money into companies that have advantages over their competitors and make money. Over time, these kinds of businesses should give returns with less risk than the market in general.

Dealing with Market Swings

Things like new tech and environmental issues are causing more problems. That's why having a risk-smart investment plan is key. Spreading out investments and knowing when to sell are important for dealing with uncertain markets that change fast.

Careful Risk and protecting Money

If you focus on spreading out investments and change, you can cut down on losing money during market downturns. Being able to change quickly helps protect money and build wealth over time.

Proven Track Record

Our approach works over the long term. For example, the AAA India Opportunities PMS plan has given returns of 1,260% since it started (from November 23, 2009, to April 30, 2025). That's way better than the BSE 500 Index, which gave 537% over the same time. We even won an award for the best 10-year based on returns.

Invest Knowing You're Protected

Trying to get high returns without thinking about risk can wipe out your wealth fast. AltPort Funds makes sure to protect you from losses as much as we try to help you grow. Our system includes checking risks, managing potential losses, and keeping your portfolio balanced to handle tough times. By focusing on safety, we help you keep your money while still trying to grow it. Protecting what you have isn't being scared – it's being smart.

	AUM(Cr.)	1M	3M	6M	1Y	2Y	3Y	4Y	5Y	Ince.
Performance	₹1.51	0.17	5.78	1.08	1.21	-0.25	10.41	9.21	9.15	12.97
Benchmark	NA	-0.09	3.86	1.43	4.72	-0.11	12.09	11.90	10.91	12.32

AUM(Cr.)

Ince.

Performance

₹1.51

0.17

5.78

1.08

1.21

-0.25

10.41

9.21

9.15

12.97

Benchmark

-0.09

3.86

1.43

4.72

-0.11

12.09

11.90

10.91

12.32