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AAA India Equity Fund

AAA India Equity Fund

About Company

Multi-decade Investment Experience Rajesh Kothari, Founder of the firm has 27+ years of experience. Prior to AAA, Rajesh was Fund Manager with DSP MF & Partner with Voyager Investment Advisors (FII). Received CNBC TV18 – CRISIL Mutual Fund of the Year Award & Platinum Fund Manager Award for DSP EQUITY FUND. The Investment team has combined experience of more than 80 years in Indian equity market. Client-Centric Business Model AAA is only Investment Management 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, UHNIs and AAA PMS product is presently distributed by well known national distributors. Superior Track Record AAA is one of the few players in the industry which has completed 13 years. During the last 13+ years, AAA IOP PMS delivered 17.7% CAGR vs 11.6% CAGR reported by BSE 500 Index. AAA IOP PMS received Best 10 year Performance Award (rank 2) in the country for delivering superior risk adjusted returns across categories by PMSAIF World (Feb23)(data analysed by IIM Ahmedabad).

 

AAA India Equity Fund

Fund Snapshot

 

Type

Category III, Open ended (No Lock-in period)

Benchmark Index

BSE 500 TRI

Minimum No. of Stocks

30

Large Cap Exposure

40% – 100%

Mid & Small Cap Exposure

0% – 60%

Max Weight in 1 stock

10%

Max Weight in 1 Sector

35%

Max Weight in top 10 Stocks

50%

Investment horizon

3-5 years

Number of Companies

40-60

Listed Equity

(<=100%)

Unlisted Equity/Pre-IPOs

(<=10%)

Derivatives

(<=20%)

 

Why AAA India Equity Fund?

Participation in IPOs, up to 10% in pre-IPOs/unlisted Equities, and up to 20% in derivatives to hedge

 

Access to Market Leaders

Aims for multi-cap exposure to ~50 market Leaders across sectors.

 

Growth Potential

Aims to capture long-term growth with a strong balance sheet and high ROCE.

 

Growth Potential

Aims to capture long-term growth with a strong balance sheet and high ROCE.

 

Award-Winning Track Record

We have a proven track record of investment in companies yielding multibagger returns.

Steady Growth Through Strategic Thinking

At AltPort, growth isn’t forced—it’s engineered. We combine disciplined processes with trend-aware insights to deliver stable, meaningful progress. If you’re seeking a growth path that doesn’t rely on luck, our strategy is built for you.

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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.

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