Name: AAA Digital India Theme
Brand: smallcase
SKU: AACAMO_0001
Price: 500000 INR

Set up by Rajesh Kothari in 2009, AlfAccurate Advisors (AAA) is one of the leading investment management firms in India. Prior to AAA, Rajesh was Fund Manager with DSP MF. He received CNBC TV18 - CRISIL Mutual Fund of the Year Award & Platinum Fund Manager Award for DSP EQUITY FUND. 

The firm believes in delivering superior risk adjusted returns. AAA IOP PMS received Best 10 year Performance Award (rank 3) in the country for delivering superior risk adjusted returns across categories by PMSAIF World (Feb21)(data analysed by IIM Ahmedabad).  

Nifty 500 Index

Companies with proven outperformance vs peers

AAA DIGITAL INDIA

AAA Digital India Theme

Rajesh Kothari

Portfolio of companies that are big beneficiaries of secular trends in the technology sector

What we look into the company?1. Great Management: We seek companies that are led by a competent management team that is best-of breed within their sector.2. Business Moat: We invest in companies that have built strong business moat – patents, infrastructure, cost competitiveness, etc.3. Significant Growth Potential: We invest in companies that will capitalize from next Gen opportunities, and hence, they are expected to grow faster than the underlying economy.&nbsp;

The team does in-depth research to decide the criteria to be used for constituent screening

The research team does individual stock picking after going through company report and financials and decides on a host of qualitative and quantitative parameters to be considered while screening stocks for respective strategy

Following parameters are considered while assigning weights to stocks in the smallcase.Market capitalization, Management quality and vision, Theme exposure, revenue and earnings visibility.

This smallcase will be rebalanced on an as-needed basis

AAA Digital India Theme

AAA Digital India Theme

Overview

Stocks & ETFs