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AlfAccurate Advisors
AlfAccurate Advisors

AlfAccurate Advisors

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AUM ₹ 2,649.07 Cr (As on Feb, 2025)
No. of schemes 5
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About AlfAccurate Advisors

AlfAccurate Advisors manages assets worth Rs 2649.07 crores. Its current offering of PMS schemes includes 1 Debt, 3 Multi Cap and 1 Small And Mid Cap schemes.

Portfolio MANAGERS

Rajesh Kothari
Rajesh Kothari
  • Schemes managed 5
  • Total AUM Undisclosed
  • Highest return in 1 year +7.29 %
Profile

Mr. Rajesh Kothari is the Founder and Managing Director of AlfAccurate Advisors which is one of the leading Investment Advisory firms in India. With a CWA and an MBA by qualification, he has a rich experience of more than 20 years in the Indian Capital Markets and has handled several investment projects in premier investment institutions. AlfAccurate Advisors PMS has delivered 24% compounded annualized returns since its inception in 2009 by one of the highest in the industry. During his tenure as a Fund Manager at DSP Merrill Lynch Fund Managers (now DSP BlackRock Mutual Fund), the equity assets under management flourished from USD 100mn to USD 1.5bn. All through this period of five years, the equity schemes often ranked in its 1st 'Quartile Ranking’ by CRISIL, a Standard & Poor’s affiliate. This is a testimony to his financial acumen and vast knowledge of investments. He is the recipient of several awards for delivering superior and consistent risk-adjusted returns. He won the CRISIL Mutual Fund of the Year Award in 2006 for DSP Merrill Lynch Equity Fund. Economic Times rated him as a b Platinum Fund Manager. During his tenure, the fund house also received the Lipper India Fund award for the Best Equity Fund Group for three years. He is also honoured with CMA Young Achiever Award 2014 by ICMAI. Moreover, he has also been a keynote speaker at several international conferences/summits like Maharashtra Economic Summit, Institute of Directors, TradeTech Asia conference and The World Council for Corporate Governance. He has also invited a guest speaker on business channels like CNBC-TV18, ETNOW, and Bloomberg. Mr. Kothari is also actively involved with Arham Yuva Seva Group - a philanthropic initiative with several significant programmes for a better world for the youth.

FUND MANAGER INTERVIEWS

"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund 19:21
"Over 50% Return In 1 Year! Here's All You Need To Know About Dividend Yield Mutual Funds
Over 50% return in 1 year! Here's all you need to know about Dividend Yield Mutual Funds 3:24

PMS Schemes

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AAA Liquid
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Crisil Composite Bond Fund Index
Category
DEBT
Category Rank
8 Out of 13
Fixed Fee
2.50%
AlfAccurate Advisors - AAA IOP
AUM (₹ Cr)
1669.06
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
34 Out of 171
Fixed Fee
2.50%
AlfAccurate Advisors - AAA Focus Plan
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
47 Out of 171
Fixed Fee
2.50%
AAA Shariah
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
101 Out of 171
Fixed Fee
2.50%
AlfAccurate Advisors - AAA Budding Beasts
AUM (₹ Cr)
425
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
SMALL AND MID CAP
Category Rank
21 Out of 43
Fixed Fee
2.50%
Scheme Name Category Category Rank Scheme Return Benchmark Return Benchmark AUM (Rs Cr) Hurdle rate Fixed fee
AAA Liquid
8Out of 5
0.43%
Crisil Composite Bond Fund Index
0.70%
Crisil Composite Bond Fund Index
0.00
10%
2.50%
AlfAccurate Advisors - AAA IOP
34Out of 5
-7.31%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
1,669.06
10.00%
2.50%
AlfAccurate Advisors - AAA Focus Plan
47Out of 5
-7.69%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
0.00
10.00%
2.50%
AAA Shariah
101Out of 5
-9.78%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
0.00
10%
2.50%
AlfAccurate Advisors - AAA Budding Beasts
21Out of 5
-11.30%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
425.00
10.00%
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQs

What is the total AUM managed by AlfAccurate Advisors ?
The total AUM managed by AlfAccurate Advisors is ₹2649.07 crores
What is the total number of schemes managed by AlfAccurate Advisors ?
The total number of schemes managed by AlfAccurate Advisors is 5
What is the best performing PMS scheme of AlfAccurate Advisors in 1 year ?
The best performing PMS scheme of AlfAccurate Advisors in 1 year is AlfAccurate Advisors - AAA Focus Plan.
What is the best performing PMS scheme of AlfAccurate Advisors in 3 years?
The best performing PMS scheme of AlfAccurate Advisors in 3 years is AlfAccurate Advisors - AAA Budding Beasts
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