What is the hurdle rate of AlfAccurate Advisors - AAA Focus Plan?

The hurdle rate of AlfAccurate Advisors - AAA Focus Plan is 10.00%.

What is the fixed fee charged in AlfAccurate Advisors - AAA Focus Plan ?

The fixed fee charged in AlfAccurate Advisors - AAA Focus Plan is 2.50%.

What is the variable fee charged in AlfAccurate Advisors - AAA Focus Plan ?

The variable fee charged in AlfAccurate Advisors - AAA Focus Plan is 1.50%.

What is the profit sharing in AlfAccurate Advisors - AAA Focus Plan ?

The profit sharing in AlfAccurate Advisors - AAA Focus Plan is 20% Profit sharing above 10% Hurdle.

What is the minimum investment in AlfAccurate Advisors - AAA Focus Plan ?

The minimum investment in AlfAccurate Advisors - AAA Focus Plan is ₹50 Lacs

What type of scheme is AlfAccurate Advisors - AAA Focus Plan?

AlfAccurate Advisors - AAA Focus Plan is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.

What is the inception date of AlfAccurate Advisors - AAA Focus Plan?

The inception date of AlfAccurate Advisors - AAA Focus Plan is Nov 17, 2014.

AlfAccurate Advisors - AAA Focus Plan

AlfAccurate Advisors
Multi Cap AND Flexi Cap

Out of *
Compare
Share

Portfolio age11 years, 8 months

-0.53%

0.45%

Hurdle Rate**10.00%

Fixed fee2.50%

Min. Investment₹50 Lacs

*Ranking of the scheme in the peer group is based on its return for the longest period available

**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/03/2026)

Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (15.58%)

Allocation by Market Cap

Small Cap (20.39%)

Mid Cap (7.26%)

Large Cap (56.77%)

Sector Holdings

Undisclosed

Stock Holdings

Undisclosed

FUND SUMMARY

AUM (₹ Cr)

UNDISC.

(As on Mar, 2026)

Inception Date

Nov 17, 2014

Min. Investment

₹50 Lacs

SIP Option

Available

STP Option

Available

Exit Load

Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

2.50%

Variable Fee

1.50%

Hurdle Rate

10.00%

Profit Sharing

20% Profit sharing above 10% Hurdle

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1) India investment strategy with strong emphasize on superior and sustainable growth 2) Concentrated portfolio of 30 high quality growth companies 3) Focus on companies with strong balance sheet and high return on capital employed

Investment Approach

By Investing in companies that have proven management, a strong balance sheet, superior earnings growth and stellar corporate governance with resilient fundamentals and sustainable competitive advantage , we can preserve capital and provide stability across market cycles.