AAA Mid & Smallcap PMS

Overview

AAA Mid & Smallcap PMS plan is a portfolio of 30-50 companies which are emerging giants with strong corporate governance and high growth potential with an investment horizon of 3-5 years.

Product Profile

Number of holdings
30-50
Style
Growth
Benchmark
BSE MIDSMALLCAP INDEX

Why Invest in AAA Mid & Smallcap PMS?

  • India investment strategy with strong emphasize on superior and sustainable growth
  • Focus on companies with strong balance sheet and high return on capital employed
  • Focus on companies which are emerging giants

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 a portfolio of 30-50 small-midcap organisations that are poised to become large companies Predicated on their strong fundamentals, a robust competitive advantage and excellent corporate governance, we are convinced in their ability to tide over short-term turbulence to deliver superior risk-adjusted returns for investors with a 3-5 year investment horizon.

Related Perspectives

03/01/2022 in Insights

Three Investment Mantras for 2022

2021 was a winning year for Indian equity investors as Nifty rallied by ~24%, outperforming most emerging markets. Corporate India delivered robust earnings growth despite a severe second wave of…
Read More
02/12/2021 in Insights

Winning Against Inflation

"… favored business must have two characteristics: (1) an ability to increase prices rather easily without fear of significant loss of either market share or unit volume, and (2) an…
Read More
02/11/2021 in Insights

Earnings Flurry

We have been bullish on Indian equity market as we believe that corporate India to deliver strong earnings growth. 2QFY22 results of corporate India, reconfirms our view on revival of…
Read More