AAA India Opportunity Portfolio PMS: Returns, AUM & Details
AlfAccurate Advisors Pvt Ltd • Equity
AAA India Opportunity Portfolio is an equity portfolio management service (PMS) strategy run by AlfAccurate Advisors Pvt Ltd, launched on 23 Nov 2009. It manages ₹2,159 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +1.92% over 1 year, +15.66% over 3 years and +14.16% over 5 years (+17.29% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹2,159 Cr
3-year return
+15.66%
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)
₹2159.36 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
23/11/2009
Trailing Returns
Trailing returns
Period
Return
1 Month
+10.69%
3 Months
-4.62%
1 Year
+1.92%
3 Years
+15.66%
5 Years
+14.16%
Since Inception
+17.29%
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 India Opportunity Portfolio
What are the returns of AAA India Opportunity Portfolio?
AAA India Opportunity Portfolio has a 1-year return of +1.92%, a 3-year return of +15.66%, a 5-year return of +14.16% and +17.29% since inception. Past performance is not indicative of future results.
What is the AUM of AAA India Opportunity Portfolio?
AAA India Opportunity Portfolio manages ₹2,159 Cr of client assets.
What is the minimum investment for AAA India Opportunity Portfolio?
The minimum investment for AAA India Opportunity Portfolio is ₹50 Lakhs.
When was AAA India Opportunity Portfolio launched?
AAA India Opportunity Portfolio was launched on 23 Nov 2009. It has a 16-year track record.