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.
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.
Listen to expert conversations and investment insights anytime on Spotify.
Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
AAA India Equity Fund
Benchmark: Nifty 500 & Debt Composite Index
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
AlfAccurate Advisors
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | 574.23 | 1.90% | 6.30% | 5.20% | 5.80% | 1.20% | 14.10% | NA | NA | 15.40% |
| Benchmark | NA | 0.40% | 4.40% | 1.90% | 5.20% | 0.10% | 12.50% | NA | NA | 14.30% |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
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 & 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.
View Profile →Our Investment Experts
Our experts will understand your goals, map the right strategy across AIFs, PMS, Mutual Funds and Wealth Solutions, and guide you through every step.
Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.
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.
The fund is designed for investors with a medium- to long-term investment horizon of approximately 3–5 years.
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.
The portfolio follows defined allocation limits, including maximum exposure caps for individual stocks, sectors, and top holdings to maintain diversification and reduce concentration risk.
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.
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