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AlfAccurate Advisors - AAA Focus Plan
AlfAccurate Advisors - AAA Focus Plan

AlfAccurate Advisors - AAA Focus Plan

  • AlfAccurate Advisors
  • Multi Cap AND Flexi Cap
  • 80
    Out of 118*
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PMS Bazaar
Portfolio age11 years
3.37%
4.27%
Hurdle Rate**10.00%
Fixed fee2.50%
Min. Investment50 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

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (5.39%)
Allocation by Market Cap
Small Cap (20.01%)
Mid Cap (15.79%)
Large Cap (58.81%)
Sector Holdings
  • Banking & Finance33.71%
  • Consumer17.26%
  • Engineering10.71%
  • Pharma10.18%
  • Software6.93%
Stock Holdings
  • HDFC Bank Ltd.7.81%
  • ICICI Bank Ltd.5.54%
  • Reliance Industries Ltd4.84%
  • Hitachi Energy India Ltd4.56%
  • Aadhar Housing Finance Ltd4.01%

bt_logoPORTFOLIO MANAGERS

Rajesh Kothari
  • Manager Rank125 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed5
  • Total AUM3139.1499999999996
  • Highest Return In 1 Yr5.02%
Profile

Mr. Rajesh Kothari is the Founder and Managing Director of AlfAccurate Advisors which is one of the leading Investment Advisory firms in India. With a CWA and an MBA by qualification, he has a rich experience of more than 27+ years in the Indian Capital Markets and has handled several investment projects in premier investment institutions. AlfAccurate Advisors PMS has delivered 18.6% compounded annualized returns since its inception in 2009 by one of the highest in the industry. During his tenure as a Fund Manager at DSP Merrill Lynch Fund Managers (now DSP BlackRock Mutual Fund), the equity assets under management flourished from USD 100mn to USD 1.5bn. All through this period of five years, the equity schemes often ranked in its 1st 'Quartile Ranking’ by CRISIL, a Standard & Poor’s affiliate. This is a testimony to his financial acumen and vast knowledge of investments. He is the recipient of several awards for delivering superior and consistent risk-adjusted returns. He won the CRISIL Mutual Fund of the Year Award in 2006 for DSP Merrill Lynch Equity Fund. Economic Times rated him as a b Platinum Fund Manager. During his tenure, the fund house also received the Lipper India Fund award for the Best Equity Fund Group for three years. He is also honoured with CMA Young Achiever Award 2014 by ICMAI. Moreover, he has also been a keynote speaker at several international conferences/summits like Maharashtra Economic Summit, Institute of Directors, TradeTech Asia conference and The World Council for Corporate Governance. He has also invited a guest speaker on business channels like CNBC-TV18, ETNOW, and Bloomberg. Mr. Kothari is also actively involved with Arham Yuva Seva Group - a philanthropic initiative with several significant programmes for a better world for the youth.

Other Schemes
AUM (₹ Cr)
₹657.23 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
24 Out of 53
Fixed Fee
2.50%
AUM (₹ Cr)
₹2,187.85 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
129 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
₹12.06 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
149 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
₹252.02 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
221 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
₹29.99 Cr
Hurdle Rate
10%
Benchmark
Crisil Composite Bond Fund Index
Category
Debt
Category Rank
11 Out of 15
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
₹12.06 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
149 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

AlfAccurate Advisors
AlfAccurate Advisors manages assets worth Rs 3575.10 crores. Its current offering of PMS schemes includes 1 Small And Mid Cap, 3 Multi Cap And Flexi Cap and 1 Debt schemes.

AUM (₹ cr)

3,575.10 (As on Oct, 2025)

Number of Schemes

5
Schemes From This AMC
AUM (₹ Cr)
₹657.23 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
24 Out of 53
Fixed Fee
2.50%
AUM (₹ Cr)
₹2,187.85 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
129 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
₹12.06 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
149 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
₹252.02 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
221 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
₹29.99 Cr
Hurdle Rate
10%
Benchmark
Crisil Composite Bond Fund Index
Category
Debt
Category Rank
11 Out of 15
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

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.
What is the exit load of AlfAccurate Advisors - AAA Focus Plan?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.