AAA IOP PMS

Overview

AAA India Opportunity Plan (IOP) PMS plan is a portfolio of 40-60 companies which are market leaders with strong corporate governance and high growth potential with investment horizon of 3-5 years.

Product Profile

Number of holdings
40-60
Style
Growth
Benchmark
BSE 500 Index

Why Invest in AAA IOP PMS?

  • India investment strategy with a strong emphasis on superior and sustainable growth
  • Focus on companies with a strong balance sheet and high return on capital employed
  • Diversified portfolio with 40-60 high quality growth companies
  • Enjoy the benefits of true multicap with right mix of large, mid and smallcap exposure

Experience in High Quality Growth Investing

Mr. Rajesh Kothari
Founder & Managing Director
25+ 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.

Rs 1 cr invested in Nov09 is worth presently Rs 8.76 crs

Disclaimer: *(23 Nov 2009-31 Dec 2021) (Performance is after all expenses and fees from April 2018 onwards. Prior to April 2018, the performance is after all expenses and Fixed Management fees. Index performance is calculated using Total Return Indices, as per SEBI guidelines). Returns of individual clients may differ depending on the time of entry in the Strategy. Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Performance-related information provided herein is not verified by SEBI.

Awards

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