AAA Focus Plan

AlfAccurate Advisors
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
17 November 2014
Min. Investment
₹50,00,000
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

Our investment strategy focuses on businesses characterized by experienced leadership, robust financial health, consistent earnings expansion, and exemplary corporate governance. These companies possess underlying strengths and enduring competitive moats, enabling capital preservation and market cycle resilience.

Investment Objective

Here's the rewritten text: 1) An investment approach for India prioritizing robust and enduring expansion. 2) A curated selection of approximately 30 leading businesses exhibiting strong growth potential. 3) Emphasis on enterprises characterized by sound financial health and elevated returns on invested capital.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -1.10% -0.24% -0.86%
3 MONTHS 5.41% 5.02% 0.39%
6 MONTHS 1.87% 1.63% 0.24%
1 YEAR 4.67% 7.63% -2.96%
2 YEAR 13.13% 11.65% 1.48%
3 YEAR 14.60% 16.41% -1.81%
5 YEAR 14.74% 16.82% -2.08%
SINCE INCEPTION 14.17% 13.26% 0.91%

Calendar Year Performance

Year Return
CY 2025 4.67%
CY 2024 22.26%
CY 2023 17.63%
CY 2022 2.55%
CY 2021 28.63%
CY 2020 23.01%
CY 2019 11.90%
CY 2018 -12.69%
CY 2017 46.83%
CY 2016 5.69%
CY 2015 14.59%
CY 2014 3.11%

Financial Year Performance

Year Return
FY 26_YTD 10.06%
FY 25 14.53%
FY 24 26.36%
FY 23 0.04%
FY 22 20.46%
FY 21 66.52%
FY 20 -19.33%
FY 19 -0.59%
FY 18 21.48%
FY 17 25.76%
FY 16 0.18%
FY 15 11.53%
FY 14 3.11%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Rajesh Kothari

Founder and Managing Director

Mr. Rajesh Kothari, Founder and Managing Director of AlfAccurate Advisors, is a distinguished leader in India's investment advisory sector. Possessing a CWA and an MBA, he brings over 27 years of extensive experience in Indian capital markets, having managed numerous investment initiatives at prominent financial institutions. AlfAccurate Advisors PMS has achieved a compounded annualized return of 18.6% since its establishment in 2009, a performance that ranks among the industry's highest. Prior to co-founding AlfAccurate Advisors, Mr. Kothari served as a Fund Manager at DSP Merrill Lynch Fund Managers (now DSP BlackRock Mutual Fund). During his five-year tenure, the firm's equity assets under management grew from USD 100 million to USD 1.5 billion. Under his management, the equity schemes consistently secured a first quartile ranking from CRISIL, a Standard & Poor's affiliate. This track record underscores his profound financial expertise and deep understanding of investment principles. Mr. Kothari has been recognized with multiple accolades for generating exceptional and sustained risk-adjusted returns. He was the recipient of the CRISIL Mutual Fund of the Year Award in 2006 for the DSP Merrill Lynch Equity Fund. Economic Times acknowledged him as a Platinum Fund Manager. Furthermore, the fund house received the Lipper India Fund award for Best Equity Fund Group for three consecutive years during his leadership. He was also honored with the CMA Young Achiever Award in 2014 by ICMAI. His thought leadership has been sought after at various international forums, including the Maharashtra Economic Summit, the Institute of Directors, the TradeTech Asia conference, and The World Council for Corporate Governance, where he has delivered keynote addresses. He has also been a featured guest speaker on prominent business television channels such as CNBC-TV18, ETNOW, and Bloomberg. Beyond his professional endeavors, Mr. Kothari actively contributes to the Arham Yuva Seva Group, a philanthropic organization dedicated to implementing impactful programs for the betterment of youth.

Portfolio Details

Portfolio Composition

Large Cap
52.32%
Mid Cap
16.83%
Small Cap
20.83%
Cash & Equivalent
10.02%

Top 5 Holdings

  • HDFC Bank Ltd. 7.28%
  • Reliance Industries Ltd 5.07%
  • ICICI Bank Ltd 5.02%
  • Maruti Suzuki India Ltd 4.53%
  • Shriram Finance Ltd 4.32%

Top 5 Sectors

  • Banking & Finance 32.10%
  • Consumer 12.43%
  • Engineering 9.66%
  • Auto & Auto Ancillary 7.41%
  • Software 6.91%

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
26.22%
top 5 sectors percent
68.51%
average market cap
478351.01
portfolio age
11 Yrs, 1 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1.5%

Hurdle: 10%

Profit Sharing: 20%

Exit Load

Year 1: 2%

Year 2: 0%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)