AAA GEMS Fund is a portfolio of ~30 companies which are market leaders with strong corporate governance and high growth potential, with an investment horizon of 3-5 years.
AAA GEMS Fund AIF
Overview
Additional Features
- Open-ended Fund, hence no lock-in period.
- Participation in IPO investment opportunities.
Product Profile
Type
Open-ended
Number of holdings
25-30
Style
Growth
Benchmark
BSE 400 MidSmallCap Index
Listed Public Equities
100%
Why Invest in AAA GEMS Fund?
- Access to Market Leaders: Aims for mid and small cap exposure to ~30 market leaders across sectors.
- High Growth Potential: Significant growth opportunities for mid and small cap companies lead to superior returns.
- Disciplined Portfolio Construction & Risk Management: Concentrated yet balanced portfolio with clear entry, sizing, and exit discipline.
- Selective Pre-IPO Opportunities: Access to carefully curated late stage businesses with clear visibility to listing.
Experience in High Quality Growth Investing
Mr. Rajesh Kothari
Founder & Managing Director
29+ years of experience
A High Conviction & Quality Approach
Based on our proprietary 3M Investment Approach, we invest in companies that have proven management, a strong balance sheet, superior earnings growth and stellar corporate governance. We believe that by investing in companies with resilient fundamentals and sustainable competitive advantage while taking a long term investment approach, we can preserve capital and provide stability across market cycles.
Our radically resilient strategy is in accordance with our 3M approach of Market Size, Market Share, and Margin of Safety.
The AIF Advantage
- Hassle-Free: Very simple and easy process of onboarding, and exiting – no hassle
- Pooled-account Convenience: Pooled Account results in a lot of conveniences since there won’t be any transactions in the personal account which adds to accounting complexities
- Tax Deducted At Source: Tax is deducted at source itself, so no double taxation
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