AlfAccurate Advisors

AUM (Cr.)

3340.13

Clients

1638

Inv. Approach

As On Date

31 August 2025

With the goal of generating substantial, long-term, risk-adjusted returns, AlfAccurate Advisors (AAA) is renowned for making wise investments in businesses with robust moats and significant growth potential. The company is steadfast in its belief in generating wealth at manageable risk levels by striking a balance between capital preservation and capital growth. "Protect Capital, Create Wealth" is the guiding principle of AAA's investment philosophy. With over 140 years of combined expertise, the AAA Investment Team is known for their unrelenting discipline, attentiveness, and process-driven approach, all of which have produced consistently positive results. AAA has received numerous awards for its rigorous culture.

PMS Investments

PMS Investment Approach(s)		Returns
Investment Approach	Category	1 Yr Return	2 Yr Return	3 Yr Return	5 Yr Return	Inception Date
AAA IOP	Multi Cap & Flexi Cap	-0.73%	17.34%	16.33%	21.43%	Nov 2009
AAA Focus Plan	Multi Cap & Flexi Cap	-1.69%	15.33%	12.01%	18.34%	Nov 2014
AAA Budding Beasts	Small & Mid Cap	-3.44%	20.67%	23.52%	N/A	Jan 2021
AAA Shariah	Multi Cap & Flexi Cap	-6.37%	13.21%	12.49%	18.13%	Apr 2019
AAA Liquid	Debt	4.90%	4.66%	4.63%	N/A	Jan 2021

*Returns are as of 31st August 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 March 23, 2023, and Revised Annexure-1

AIF Investments

AIF Investment Approach(s)		Returns
Investment Approach	Category	1 Yr Return	2 Yr Return	3 Yr Return	5 Yr Return	Inception Date
AAA India Equity Fund	Multi Cap & Flexi Cap	-3.25%	18.53%	N/A	N/A	May 2023

*All performance above are as on 31st August 2025. * Above 1 year returns are in CAGR*

Portfolio Managers

Mr. Rajesh Kothari

Founder and Managing Director

AlfAccurate Advisors, one of the top investment advisory firms in India, was founded and is run by Mr. Rajesh Kothari. With a CWA and an MBA under his belt, he has over 27 years of expertise in the Indian capital markets and has managed a number of investment projects at prestigious financial institutions. Among the highest in the business, AlfAccurate Advisors PMS has had compound annualized returns of 18.6% since its founding in 2009. He oversaw the growth of the equity assets under management at DSP Merrill Lynch Fund Managers (now DSP BlackRock Mutual Fund) from USD 100 million to USD 1.5 billion during his time there.

AlfAccurate Advisors

PMS Investments

AIF Investments

Portfolio Managers

Mr. Rajesh Kothari

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