Premium Access AIF Category III

AAA India Equity Fund

Distributed through AltPort Experts. Comprehensive fund documentation can be accessed through our research team.
Category AIF Category III
Company AlfAccurate Advisors Pvt Ltd
Fund Managers Rajesh Kothari
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About Company

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 India Equity Fund

Fund Snapshot

 

Type

Category III, Open ended (No Lock-in period)

Benchmark Index

BSE 500 TRI

Minimum No. of Stocks

30

Large Cap Exposure

40% - 100%

Mid & Small Cap Exposure

0% - 60%

Max Weight in 1 stock

10%

Max Weight in 1 Sector

35%

Max Weight in top 10 Stocks

50%

Investment horizon

3-5 years

Number of Companies

40-60

Listed Equity

(<=100%)

Unlisted Equity/Pre-IPOs

(<=10%)

Derivatives

(<=20%)

 

Why AAA India Equity Fund?

Participation in IPOs, up to 10% in pre-IPOs/unlisted Equities, and up to 20% in derivatives to hedge

 

Access to Market Leaders

Aims for multi-cap exposure to ~50 market Leaders across sectors.

 

Growth Potential

Aims to capture long-term growth with a strong balance sheet and high ROCE.

 

Growth Potential

Aims to capture long-term growth with a strong balance sheet and high ROCE.

 

Award-Winning Track Record

We have a proven track record of investment in companies yielding multibagger returns.

Steady Growth Through Strategic Thinking

At AltPort, growth isn’t forced—it’s engineered. We combine disciplined processes with trend-aware insights to deliver stable, meaningful progress. If you’re seeking a growth path that doesn’t rely on luck, our strategy is built for you.

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Section: Fund Leadership
Meet the Fund Managers

Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.

Rajesh Kothari

Rajesh Kothari

Rajesh Kothari, a veteran with over 28 years in Indian capital markets, established AlfAccurate Advisors (AAA), a respected investment firm specializing in Long Only &amp; Long Short strategies. Over the past 15 years, he refined AAA's investment strategy to prioritize steady returns. His PMS, AAAIOP, produced an 18.2% CAGR between November 2009 and October 31, 2025, outperforming the BSE Index's 12.9%. AAA received the Best PMS Provider in India award from APAC-Insider 2021, and AAAIOP PMS ranked third for Best 10-Year success by PMS-AIF World 2024.   Before AAA, he oversaw funds at DSP Merrill Lynch Fund Managers, growing AUM from $100 million to $1.5 billion. During his 5 year tenure, CRISIL rated the equity schemes top-tier. The Economic Times recognized him as Platinum Fund Manager in 2006, and he secured the CNBC TV18 – CRISIL Mutual Fund of the Year Award that same year. He previously headed Voyager Investment Advisors, a US-based fund focused on India. Rajesh is involved with Arham Yuva Seva Group, concentrating on youth-related matters.

Section: Help & Support
Frequently Asked Questions

Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.

1. What is the investment strategy of the AAA India Equity Fund? +

The fund follows a multi-cap equity strategy focused on investing in fundamentally strong market leaders across sectors, with exposure to listed equities, select pre-IPO opportunities, and derivatives for hedging.

2. What is the ideal investment horizon for this fund? +

The fund is designed for investors with a medium- to long-term investment horizon of approximately 3–5 years.

3. Does the fund invest only in large-cap stocks? +

No. While the fund maintains significant large-cap exposure, it can also allocate up to 60% to mid- and small-cap companies based on growth opportunities and market conditions.

4. How does the fund manage diversification risk? +

The portfolio follows defined allocation limits, including maximum exposure caps for individual stocks, sectors, and top holdings to maintain diversification and reduce concentration risk.

5. Can the fund invest in IPOs and unlisted companies? +

Yes. The strategy allows participation in IPOs and can invest up to 10% in pre-IPO or unlisted equity opportunities to capture early-stage growth potential.