PMS

Alfaccurate Advisors Focus Plan PMS

Multi Cap · Portfolio Management Services

Alfaccurate Advisors Focus Plan PMS is a PMS (Portfolio Management Services) strategy, in the multi cap category. It is managed by Mr.Rajesh Kothari. It has returned +1.21% over 1 year, +10.41% over 3 years, +9.15% over 5 years, as reported by the fund manager. It manages about ₹1.51 crore. Its benchmark is S&P BSE 500 TRI. The minimum investment in any PMS is ₹50 lakh.

Returns

1 month
+0.17%Benchmark -0.09%
3 months
+5.78%Benchmark +3.86%
6 months
+1.08%Benchmark +1.43%
1 year
+1.21%Benchmark +4.72%
2 years
-0.25%Benchmark -0.11%
3 years
+10.41%Benchmark +12.09%
5 years
+9.15%Benchmark +10.91%
Since inception
+12.97%Benchmark +12.32%

Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.

Strategy facts

Fund manager: Mr.Rajesh Kothari
Category: Multi Cap
Benchmark: S&P BSE 500 TRI
AUM: ₹1.51 Cr
Inception: 17-11-2014
Minimum investment: ₹50 lakh
Number of Stocks: 26
Holding: %
Agri Input: 3.10
Banking & Finance: 24.70
Consumer: 17.30
Engineering: 11.70

Common questions

What are the returns of Alfaccurate Advisors Focus Plan PMS?

Alfaccurate Advisors Focus Plan PMS has returned +0.17% (1 month), +5.78% (3 months), +1.08% (6 months), +1.21% (1 year), -0.25% (2 years), +10.41% (3 years), +9.15% (5 years), +12.97% (Since inception). Periods over one year are annualised.

What is the minimum investment for Alfaccurate Advisors Focus Plan PMS?

SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.

Who manages Alfaccurate Advisors Focus Plan PMS?

The fund manager is Mr.Rajesh Kothari.