Athworth

India's Top AIF & PMS Investment Consultant

AAA Budding Beasts PMS

About AlfAccurate Advisors

AlfAccurate solely concentrates on the core competencies and exceptional performance history of our investment management staff. We do not offer supplementary services like wealth management or brokerage, in contrast to many of our rivals, therefore there is no conflict of interest. This gives our staff the time and resources needed to concentrate on what matters most—in-depth research and flexibility in monitoring the growth of your investment—while also enabling them to strategically operate at the highest levels of corporate governance transparently. In addition to our extensive partner network, you have unmatched direct access to our group of fund managers. Streamlined client onboarding, prompt response to inquiries, and frequent updates on portfolio performance are just a few advantages. Using our journal AAA Insights,

To assist you in better grasping the investing environment and choices, we aim to debunk myths and misconceptions about investing opportunities. Our entire team is committed to providing the best-individualized care at all times.

Fund Snapshot

Fund Type Mid-Cap PMS
Benchmark Index BSE 500
Minimum No. of Stocks 30
Mid & Small Cap Exposure 65%-100%
Large-cap Exposure 0%-35%
Max Weight in 1 stock 10%
Max Weight in 1 Sector 30%
Max Weight in Top 10 Stocks 50%

 

Why AlfAccurate Advisors?

Client-Centric Business Model

  • AAA is only into PMS and investment advisory and not into other businesses like broking, wealth management, etc. Hence, no conflict of interest for the clients.
  • AAA clients enjoy the benefits of directly communicating with the founder, thereby ensuring enhanced understanding.
  • AAA clients include family offices and UHNIs, and AAA PMS product is presently distributed by well-known national distributors.

Superior Track Record

  • AAA PMS is one of the few players in the industry which has completed 13 years.
  • During the last 13+ years, AAA IOP PMS delivered 18.3% CAGR vs 12.1% CAGR reported by the BSE 500 Index.
  • AAA IOP PMS received the Best 10-year Performance Award (rank 2) in the country for delivering superior risk-adjusted returns.

Investment Philosophy

DIVERSIFICATION

Three important risks: Governance, Technology, and Business cycle – can be reduced only by Diversification. We invest across market cap, sectors, and companies to reduce company/sector-specific risk.

STAGGERED APPROACH

We build the portfolio over some time. We do not follow the Model portfolio approach.

DISCIPLINED EXIT STRATEGY

We have a disciplined Exit strategy. We sell/reduce due to rebalancing of the portfolio, change in growth assumption of our portfolio company, and expensive valuations.

Market Size

The market size determines the size of the opportunity. We prefer companies that are targeting large market sizes to generate exponential returns.

Market Share

We buy the companies that are leaders in their sector as they are best positioned to navigate the upturn and downturn of the economy.

Margin Of Safety

Price is what you pay. Value is what you get. We buy the companies that are available at reasonable valuations

Quality Screening

Screening Stage

Companies that have good corporate governance, strong business moats along a reasonable profit size

Deep Dive Stage

Companies that are market leaders and effectively positioned to grow and multiply

Selection Stage

Companies with strong earnings growth prospects and the right valuations

Internal Checks - Forensic Assessment

MANAGEMENT PRACTICES

To assess the governance

ACCOUNTING POLICIES

Assess the consistency and fairness of the accounting policies

TAXATION MISCHIEFS

Identify the potential fraud

QUALITY OF CASHFLOW

Ability to convert the revenue to cash and re-invest into the business

Internal Checks - Longevity Assessment

LONGEVITY OF BUSINESS GROWTH

Sustenance of revenue and earnings growth Assessing competitive advantage

LONGEVITY OF RETURN RATIOS

Gauging business profitability and efficiency

LONGEVITY OF CASHFLOW

Identify financial strength

LONGEVITY OF REINVESTMENT

Intensity to generate Self-sustaining growth

Exit Strategy

The only constant is change. The average lifespan of a company listed on the S&P 500 has reduced from 90 years in 1935 to 18 years, as per a McKinsey report. We are agile, and active, never letting our guard down.

  • There is a need to rebalance weights for risk management purposes
  • A company no longer meets our buy/hold criteria
  • A company no longer meets our valuation criteria
  • There is no longer a durable double-digit return expectation for a company’s stock
  • There is a more compelling investment opportunity to fund
 

Why AAA Budding Beasts PMS?

Access to Market Leaders

Aims for mid & small cap exposure to ~50 market Leaders across sectors.

Growth Potential

Significant growth opportunities for Small and Mid-cap companies can lead to superior returns.

Grounded in Research

Combines top-down and bottom-up research with strong due diligence.

Award Winning Track Record

We have a proven track record of investment in companies yielding multi-bagger returns.

 

Sectoral Allocation

Sector Percentage of Allocation
Engineering 29.1%
Consumer 24.3%
Banking & Finance 17.7%
Auto Ancillary 11.1%
Software 5%
Chemicals 3.5%
Pharma 3.2%
Others 5.7%
Cash 0.5%

For any queries, contact us on Mobile:+91-9821286788,  Email:Info@athworth.com 

Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.