AAA Budding Beasts Strategy (AAABB)
Snapshot & Key Metrics
Investment Objective
To protect capital and create wealth through investments in high-quality, market-leading mid and small cap businesses with durable competitive advantages, strong earnings growth and scalable business models.
Core Highlights
- Mid & Small Cap Strategy
- 3M-Led Stock Selection
- Quality-First Investing
- QuAgility-Driven Investing
- Proprietary Risk Assessment
- Disciplined Exit Strategy
Performance & Risk Metrics
| Period | AAA | BSE | Alpha |
|---|---|---|---|
| 1 Month | 4.4% | -0.1% | + |
| 3 Months | 11.3% | 3.9% | + |
| 6 Months | 22.6% | 1.4% | + |
| 1 Year | 24.2% | 4.7% | + |
| 2 Years | 9.5% | -0.1% | + |
| 3 Years | 21.8% | 12.1% | + |
| 5 Years | 23.0% | 10.9% | + |
| Since Inception | 26.4% | 14.4% | + |
AAA BB PMS reported TWRR returns of 4.4% (1M), 11.3% (3M), 22.6% (6M), 24.2% (1 Year), 9.5% (2 Years), 21.8% (3 Years), 23.0% (5 Years) and 26.4% since inception (5.5 years). Performance period: 01 January 2021 to 31 August 2026. Returns are calculated on a TWRR basis, net of fees and expenses till the last quarter. Returns beyond one year are annualised.
Portfolio Composition
- Timex Group India3.9%
- Avalon Technologies3.6%
- Navin Fluorine International3.3%
- Senores Pharmaceuticals3.1%
- Shriram Finance3%
- Syrma SGS Technology2.9%
- TVS Motor Company2.9%
- 16.4%
- 14.5%
- 13.4%
- 12.1%
- 9%
- 8.5%
- 7.6%
Fund Manager Profile
Mr. Rajesh Kothari
· Founder & Managing Director, Chief Investment OfficerThe strategy communication highlights early investments in PB Fintech, BSE, MCX, Safari Industries and Hitachi Energy. The flagship PMS has been recognized multiple times over the last 16.5+ years, as stated in the strategy communication.
View Fund House Team & CredentialsPhilosophy & Process
Protect Capital, Create Wealth through quality in selection and agility in action.
Identify large and expanding market opportunities.
Focus on businesses with structural ability to gain market dominance.
Evaluate valuation and balance sheet strength.
Assess category leadership, leverage, ROE, cash flow efficiency and earnings growth.
Build a diversified portfolio with dynamic position sizing based on conviction and risk.
Monitor business fundamentals, growth, valuation and portfolio-level risk.
The strategy may be considered by investors seeking long-term exposure to mid and small cap businesses and who understand the associated market, concentration and liquidity risks.
- Investors seeking mid and small cap equity exposure
- Investors with a long-term investment horizon
- Investors comfortable with equity market volatility
- Investors seeking fundamental research-driven investing
- Investors seeking a quality and growth-oriented portfolio
- Investors who have reviewed the relevant PMS documents and risk disclosures
Official Documents & Factsheets
Discuss AAA Budding Beasts Strategy (AAABB) With Our Senior Advisor
Have questions about allocation suitability, historical drawdown protection, fee structures, or onboarding formalities? Get in touch for an objective consultation.