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
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.

Rs 1 cr invested in Nov09 is worth presently Rs 10.25 crs

Disclaimer: *(23 Nov 2009-31 Aug 2023) (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

Related Perspectives

03/09/2023 in Insights

Market Eccentricity

To say the past few months have been a whirlwind for markets doesn’t begin to describe it. Ever since commodities’ November sell-off, commodities have been caught in a tug of…
Read More
03/08/2023 in Insights

Market Resonance – Quality Amplified

Times are tricky. Some tend to find solace in the Nifty50’s ~7% year to date rally, while others see the recent spike as a sign to become cautious. The global…
Read More
04/07/2023 in Insights

Nifty50 at 19,000 – the best is yet to come

Nifty50 has finally crossed 19000, a reason to celebrate considering this achievement when many global economies are likely to undergo recession in 2023. With this new mark, many investors perceive…
Read More