Snapshot & Key Metrics
Investment Objective
The primary objective of AAA India Opportunity Plan is to deliver consistent, risk-adjusted long-term wealth appreciation through a disciplined bottom-up stock selection approach.
Core Highlights
- Investment Style
- Benchmark
- Investment Horizon
- Portfolio Size
- Minimum Stocks
- Large Cap Allocation
- Mid & Small Cap Allocation
- Maximum Stock Weight
- Maximum Sector Weight
- Maximum Top 10 Weight
Performance & Risk Metrics
| Period | AAA | BSE | Alpha |
|---|---|---|---|
| 1M | 3.4% | 1.7% | +1.7% |
| 3M | 15.6% | 12.1% | +3.5% |
| 6M | -1.5% | -3.5% | +2.0% |
| 1Y | -1.6% | -2.0% | +0.4% |
| 2Y | 3.0% | 1.5% | +1.5% |
| 3Y | 13.9% | 12.5% | +1.4% |
| 5Y | 13.0% | 12.2% | +0.8% |
| Since Inception (16.5+ Years) | 17.4% | 12.1% | +5.3% |
Portfolio Composition
- ICICI Bank5.9%
- HDFC Bank5.1%
- Shriram Finance3.8%
- Reliance Industries3.4%
- Bharti Airtel3.3%
- Polycab India3.1%
- Hitachi Energy India2.9%
- Banking & Finance28.7%
- Consumer12.9%
- Pharma11.1%
- Engineering9.4%
- Chemicals7.8%
- Software5.1%
- Auto & Auto Ancillary4.9%
Philosophy & Process
AAA India Opportunity Plan follows the proprietary **3M + QuAgility (DSD)** investment framework. The philosophy focuses on identifying businesses with large market opportunities, structural market leadership, attractive valuations, disciplined diversification, dynamic position sizing, and disciplined exits. The investment process is designed to endure across market cycles with decisions driven by long-term conviction rather than short-term market movements.
Suitable for investors looking for long-term wealth creation through a professionally managed multi-cap portfolio.
- Long-term investors with a 3–5 year horizon.
- Investors seeking quality businesses.
- Investors comfortable with equity market volatility.
- Investors looking for active portfolio management.
- Investors seeking risk-adjusted returns.
Official Documents & Factsheets
Discuss AAA India Opportunity Plan With Our Senior Advisor
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