PMSMid & Small Cap Equity – Growth & Quality

AAA Budding Beasts Strategy (AAABB)

BenchmarkBSE 500 TRI
Launch DateDec 2020
Strategy Overview

Snapshot & Key Metrics

BenchmarkBSE 500 TRI
HorizonLong Term
Min Stocks20–30
Style / CapMid & Small Cap Equity – Growth & Quality
Avg MCap₹52,700 Crores (₹527 bn)
Since Inception26.4%

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.

Portfolio fact sheet as on 31 August 2026. Performance and portfolio information is subject to applicable disclosures and methodology.

Core Highlights

  • Mid & Small Cap Strategy
  • 3M-Led Stock Selection
  • Quality-First Investing
  • QuAgility-Driven Investing
  • Proprietary Risk Assessment
  • Disciplined Exit Strategy
Historical Returns & Statistics

Performance & Risk Metrics

Trailing Returns Comparison (%)TWRR Basis
PeriodAAABSEAlpha
1 Month4.4%-0.1%+
3 Months11.3%3.9%+
6 Months22.6%1.4%+
1 Year24.2%4.7%+
2 Years9.5%-0.1%+
3 Years21.8%12.1%+
5 Years23.0%10.9%+
Since Inception26.4%14.4%+
Beta0.89vs Benchmark (1.00)
Sharpe Ratio1.24Risk-Adjusted Alpha
Standard Deviation15.60%Annual Volatility
Capture Ratio115 / 82Upside / Downside

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.

Holdings & Allocation

Portfolio Composition

Holdings as of 31 August 2026
Top HoldingsWeight (%)
  • Timex Group India3.9%
  • Avalon Technologies3.6%
  • Navin Fluorine International3.3%
  • Senores Pharmaceuticals3.1%
  • Shriram Finance3%
  • Syrma SGS Technology2.9%
  • TVS Motor Company2.9%
Sector WeightsWeight (%)
  • 16.4%
  • 14.5%
  • 13.4%
  • 12.1%
  • 9%
  • 8.5%
  • 7.6%
Market Cap Distribution
14%
27%
55%
4%
Weighted Avg MCap:₹52,700 Crores (₹527 bn)
Leadership & Stewardship

Fund Manager Profile

MR

Mr. Rajesh Kothari

· Founder & Managing Director, Chief Investment Officer
32+ Years experience· CWA, MBA· Ex: DSP Mutual Fund (ex-DSP MF)

The 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 & Credentials
Investment Framework

Philosophy & Process

Protect Capital, Create Wealth through quality in selection and agility in action.

Competitive Advantage Focus:The strategy combines a quality-first investment process with agile portfolio management. Its approach emphasizes large and expanding market opportunities, structural market-share gains, valuation discipline, earnings growth, efficient cash flow and balance sheet quality.
01

Identify large and expanding market opportunities.

02

Focus on businesses with structural ability to gain market dominance.

03

Evaluate valuation and balance sheet strength.

04

Assess category leadership, leverage, ROE, cash flow efficiency and earnings growth.

05

Build a diversified portfolio with dynamic position sizing based on conviction and risk.

06

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
Scheme Literature

Official Documents & Factsheets

Personalized Advisory

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.

Unbiased PMS / AIF GuidanceSEBI Registered Advisory Services

Statutory Disclaimer: Investments in Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) are subject to market risks. Please read the scheme information document, disclosure document, and terms of investment carefully before making an investment decision. Past performance is not indicative of future returns.

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