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Alfaccurate Advisors AAA Shariah PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Alfaccurate Advisors AAA Shariah PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the MULTI CAP & FLEXI CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of 0.75%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Alfaccurate Advisors AAA Shariah PMS Strategy or Investment Approach - PMS Details

Strategy Name

AAA Shariah

Start Date

30 April 2019

Category

MULTI CAP & FLEXI CAP

Benchmark

S&P BSE 500

AUM (Rs.)

Rs.230.03 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Rajesh Kothari

1 Yr. Return

0.75%

3 Yr. Return

10.41%

5 Yr. Return

19.31%

Alfaccurate Advisors AAA Shariah Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

25.87%

Top 5 Sectors%

85.67%

Portfolio Age

6 Yrs, 0 Months

SIP

NA

STP

NA

Average Market Cap

Rs.319825.9 Cr.

Alfaccurate Advisors AAA Shariah PMS Strategy - Cost or Charges

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

20% (if above 10% profit)

Exit Load 1st Year

2.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Alfaccurate Advisors AAA Shariah PMS Investment Approach - Portfolio Composition

Large Cap

49.72%

Mid Cap

18.34%

Small Cap

30.45%

Cash & Equivalent

1.49%

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Alfaccurate Advisors AAA Shariah Portfolio Strategy - Top 5 Sectors

Healthcare

16.73%

Oil, Gas & Consumable Fuels

5.86%

Consumer

28.32%

Software

17.89%

Engineering

16.87%

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