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

The Alfaccurate Advisors AAA Focus Plan 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 9.48%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Alfaccurate Advisors AAA Focus Plan PMS Strategy or Investment Approach - PMS Details

Strategy Name

AAA Focus Plan

Start Date

17 November 2014

Category

MULTI CAP & FLEXI CAP

Benchmark

S&P BSE 500

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Rajesh Kothari

1 Yr. Return

9.48%

3 Yr. Return

14.66%

5 Yr. Return

21.21%

Alfaccurate Advisors AAA Focus Plan Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

27.35%

Top 5 Sectors%

78.57%

Portfolio Age

10 Yrs, 5 Months

SIP

Available

STP

Available

Average Market Cap

Rs.451006.98 Cr.

Alfaccurate Advisors AAA Focus Plan 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 Focus Plan PMS Investment Approach - Portfolio Composition

Large Cap

56.84%

Mid Cap

16.07%

Small Cap

21.60%

Cash & Equivalent

5.49%

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Alfaccurate Advisors AAA Focus Plan Portfolio Strategy - Top 5 Sectors

Healthcare

9.15%

Banking & Finance

27.72%

Consumer

16.17%

Software

15.72%

Engineering

9.81%

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