AAA Shariah Portfolio is an equity portfolio management service (PMS) strategy run by AlfAccurate Advisors Pvt Ltd, launched on 1 May 2019. It manages ₹243 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +4.43% over 1 year, +12.86% over 3 years and +11.33% over 5 years (+13.87% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹243 Cr
3-year return
+12.86%
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)
₹243.02 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
01/05/2019
Trailing Returns
Trailing returns
Period
Return
1 Month
+13.23%
3 Months
-3.23%
1 Year
+4.43%
3 Years
+12.86%
5 Years
+11.33%
Since Inception
+13.87%
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 Shariah Portfolio
What are the returns of AAA Shariah Portfolio?
AAA Shariah Portfolio has a 1-year return of +4.43%, a 3-year return of +12.86%, a 5-year return of +11.33% and +13.87% since inception. Past performance is not indicative of future results.
What is the AUM of AAA Shariah Portfolio?
AAA Shariah Portfolio manages ₹243 Cr of client assets.
What is the minimum investment for AAA Shariah Portfolio?
The minimum investment for AAA Shariah Portfolio is ₹50 Lakhs.
When was AAA Shariah Portfolio launched?
AAA Shariah Portfolio was launched on 1 May 2019. It has a 7-year track record.