AAA Focus Portfolio is an equity portfolio management service (PMS) strategy run by AlfAccurate Advisors Pvt Ltd, launched on 17 Nov 2014. It manages ₹4.08 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are -0.60% over 1 year, +11.80% over 3 years and +11.74% over 5 years (+12.87% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹4.08 Cr
3-year return
+11.80%
Minimum investment
₹50 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹4.08 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
17/11/2014
Trailing Returns
Trailing returns
Period
Return
1 Month
+8.80%
3 Months
-6.57%
1 Year
-0.60%
3 Years
+11.80%
5 Years
+11.74%
Since Inception
+12.87%
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Frequently asked questions about AAA Focus Portfolio
What are the returns of AAA Focus Portfolio?
AAA Focus Portfolio has a 1-year return of -0.60%, a 3-year return of +11.80%, a 5-year return of +11.74% and +12.87% since inception. Past performance is not indicative of future results.
What is the AUM of AAA Focus Portfolio?
AAA Focus Portfolio manages ₹4.08 Cr of client assets.
What is the minimum investment for AAA Focus Portfolio?
The minimum investment for AAA Focus Portfolio is ₹50 Lakhs.
When was AAA Focus Portfolio launched?
AAA Focus Portfolio was launched on 17 Nov 2014. It has an 11-year track record.