AlfAccurate Advisors
AUM (Cr.)
3370.97
No. of Clients
1556
No. of Investment Approach
6
As On
30 June 2025
AlfAccurate Advisors (AAA) is known for making prudent investments in companies with strong moats and high growth potential, aiming to deliver solid long-term, risk-adjusted returns. The firm is deeply committed to the principle of creating wealth at sustainable levels of risk—balancing capital preservation with capital appreciation. This belief forms the cornerstone of AAA’s investment philosophy: “Protect Capital, Create Wealth.” Backed by a combined experience of over 140 years, the AAA Investment Team demonstrates unwavering discipline, vigilance, and a process-driven approach that has consistently yielded rewarding outcomes. This disciplined culture has earned AAA multiple accolades. The firm has been honoured with the Smart Money Managers Award on four occasions—Rank 2 in 2020, Rank 3 in 2021, Rank 2 in 2023, and Rank 3 in 2024—for 10-year performance across all categories on a risk-adjusted return basis, according to data compiled by PMS AIF World and analysed by the Indian Institute of Management Ahmedabad. AAA has also been named the Best PMS Provider in India by APAC Insider and recognized as one of the 10 Most Promising PMS Service Providers by Silicon India Magazine in 2021.
| PMS Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
AAA IOP |
MULTI CAP & FLEXI CAP | 7.87% | 22.50% | 24.00% | 25.29% | Nov 2009 |
AAA Focus Plan |
MULTI CAP & FLEXI CAP | 7.17% | 16.98% | 19.76% | 21.61% | Nov 2014 |
AAA Budding Beasts |
SMALL & MID CAP | 9.41% | 27.96% | 32.64% | NA | Jan 2021 |
AAA Shariah |
MULTI CAP & FLEXI CAP | -0.20% | 16.15% | 16.86% | 20.18% | Apr 2019 |
AAA Liquid |
DEBT | 4.89% | 4.62% | 4.45% | NA | Jan 2021 |
* Returns are as on 30th June 2025, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
| AIF Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
AAA India Equity Fund |
CAT III - LONG ONLY | 6.83% | 22.49% | NA | NA | May 2023 |
* All performance above are as on 30th June 2025, * Above 1 year returns are in CAGR*
Portfolio Manager Profile
Mr. Rajesh Kothari
Founder and Managing Director
AMC Registered Address
503, B Wing, Naman Midtown, Senapati Bhapat Marg, Elphinston Road, Mumbai 400 013, Maharashtra, India.
SEBI Reg No : INP000003419
AMC Investor Login Link
Click here
AMC Website Link
Click here
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