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.
AAA IOP PMS
Overview
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 14.21 crs
Disclaimer: *(23 Nov 2009-31 July 2025) Performance figures are net of all expenses and fees till last quarter. Index performance is calculated as per Total Return Indices in accordance with the SEBI Guidelines. Returns of individual clients may differ depending on 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. For Performance relative to other Portfolio Managers within the selected Strategy, please visit: bit.ly/APMI_PMS
Awards
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