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Masters of The Street Presentation - VF

This document summarizes investment portfolios offered by three reputed Indian investment advisors on a single platform: 1) AlfAccurate Advisors offers two portfolios focused on emerging business opportunities and digitalization trends in India. 2) Carnelian Asset Advisors' portfolio seeks long-term capital appreciation by identifying unique blend of companies through a stringent selection process. 3) Abakkus Asset Manager's benchmark-agnostic portfolio aims to generate alpha through a fundamental bottom-up stock picking approach of high-quality mid and large cap companies.

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0% found this document useful (0 votes)
146 views5 pages

Masters of The Street Presentation - VF

This document summarizes investment portfolios offered by three reputed Indian investment advisors on a single platform: 1) AlfAccurate Advisors offers two portfolios focused on emerging business opportunities and digitalization trends in India. 2) Carnelian Asset Advisors' portfolio seeks long-term capital appreciation by identifying unique blend of companies through a stringent selection process. 3) Abakkus Asset Manager's benchmark-agnostic portfolio aims to generate alpha through a fundamental bottom-up stock picking approach of high-quality mid and large cap companies.

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vibhu_2009
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Masters of the Street

Invest into curated portfolios advised by India's reputed Investment


Advisors

 Access to investment advice by SEBI Registered Investment Advisors


(RIA)
 Portfolio offerings which reflect unique ideas & investment
philosophies of each RIA, who put their extensive investment
knowledge to use while designing the portfolios
 Single platform to choose & subscribe to portfolios built by the masters
of equity investments

Founder & Managing Director,


AlfAccurate Advisors
 Rajesh Kothari is the driving force behind
AAA, with 25+ years of experience in
capital markets.
 He has conceptualized & executed AAA's
unique Radically Resilient investment
ethos and 3M investment philosophy
towards consistent superior risk-adjusted
returns over the past 11 years.

Founder, Carnelian Asset Advisors


 Vikas Khemani, a CA & CFA Charter Holder,
has 25+ years of capital markets
experience, most recently as the CEO of
Edelweiss Securities Ltd, where he spent
17 years incubating & building several
businesses to leadership including
Institutional Equities business and Equity
Research.

Founder, Abakkus Asset Manager


 Sunil Singhania has a distinguished track
record of over 2 decades in Equity markets.
 Formerly as CIO-Equities, he played an
instrumental role in building Reliance MF
into one of India's largest AMCs overseeing
~USD 11bn of equity assets. Abakkus
currently manages over ~ Rs 5,000 crs of
assets.
Masters of the Street
Invest into curated portfolios advised by India's reputed Investment
Advisors

Portfolios offered by AlfAccurate Advisors (AAA)


AAA Emerging Business Opportunities
AAA Emerging Business Opportunities is a concentrated portfolio of 10-15 high quality
stocks across various sectors and across market caps. The strategy seeks to emphasize
on companies that can significantly benefit from emerging business opportunities. These
are the businesses that capitalize on emerging trends like changing consumer habits,
change in technology, transformation of the industry, niche business segments, etc

Top 5 Holdings Top Sectors


SUDARSHAN CHEMICAL INDUS LTD 8% 6%

TATA CONSUMER PRODUCTS LTD 8% 29%

SIEMENS LTD
9%
TRENT LTD
WABCO INDIA LIMITED 9%

19%
Market capitalization 13%
Engineering/Cap Goods Chemicals & Fertilisers
Large Cap 18.0%
Mid Cap 46.0% Banking/Finance Miscellaneous

Small Cap 21.0% FMCG Retail

Cash 15.0% Auto/Auto Ancillary Telecom/Tel Equipment

AAA Digital India


AAA DIGITAL INDIA is a concentrated portfolio of 10-15 high quality stocks across various
sectors and across market cap. The strategy seeks to emphasize on companies that will
significantly benefit from digitalization opportunities across various sectors like finance,
healthcare, logistics, consumer, retail, etc.

Top 5 Holdings Top Sectors


INFO EDGE (INDIA) LIMITED 5%
5%
9%
25%
AVENUE SUPERMARTS LTD DMART
ABB INDIA LIMITED
INDIAN RAIL CAT AND TOUR IRCTC 17%

BAJAJ FINANCE LIMITED


21%
Market capitalization 17%
Information Technology Banking/Finance
Large Cap 36.0%
Mid Cap 20.0% Miscellaneous Engineering/Capital Goods

Small Cap 32.0% Retail Consumer Durables


Cash 12.0% Refineries/Oil-Gas
Masters of the Street
Invest into curated portfolios advised by India's reputed Investment
Advisors

Portfolio offered by Carnelian Asset Advisors


Carnelian India Capital Compounder Portfolio
Long only, multi-cap, sector agnostic strategy focusing on capturing India growth
story. Strategy will follow bottom-up stock picking & fundamental growth driven
investment with absolute return-oriented approach. Strategy will apply stringent
Carnelian filters - Magic (accelerated growth), Compounder (stable growth) &
Opportunistic & forensic checks (CLEAR framework) - to identify unique &
conventional blend of companies. Portfolio will consist of 20-25 stocks and
benchmarked against BSE 200.
Top 5 Holdings Top Sectors
ICICI BANK LIMITED 5% 5%
5% 5%
SURYA ROSHNI LTD 29%
9%
ZENSAR TECHNOLOGIES LIMITED
DIVIS LABORATORIES LIMITED
SEQUENT SCIENTIFIC LIMITED
15%
Market capitalization
26%
Banking/Finance Pharma & Healthcare
Large Cap 55.0%
Information Technology Auto/Auto Ancillary
Mid Cap 25.0% Consumer Durables Telecom/Tel Equipment
Small Cap 20.0% Alcoholic Beverages Engineering/Capital Goods
Masters of the Street
Invest into curated portfolios advised by India's reputed Investment
Advisors

Portfolio offered by Abakkus Asset Manager


Abakkus Smart Focused Alpha Strategy
Presenting a benchmark agnostic diversified portfolio that invests in fundamental
based ideas picked via a bottom-up approach. The investment universe comprises
predominantly within Top 250 companies with focus on alpha generation along with
stability and liquidity. The portfolio may have select exposure in smaller companies
to generate additional alpha. The portfolio comprises of ~25 companies adhering to
our proprietary 'MEETS' Framework, with single stock exposure limited to less than
10% and sector exposure limited to below 30%. The portfolio endeavors to generate
alpha and wealth creation, typically from 3-5 years holding period.

Top 5 Holdings Top Sectors


DCM SHRIRAM LIMITED 6%
6% 6%
POLYCAB INDIA LIMITED 23%
6%
MPHASIS LIMITED
SUN PHARMACEUTICAL INDUSTRIES
HCL TECHNOLOGIES LIMITED 8%
14%
8%
Market capitalization
12% 12%
Large Cap 43.0%
Banking/Finance Engineering/Capital Goods
Mid Cap 33.0% Information Technology Pharma & Healthcare
Small Cap 21.0% Metals & Minerals Auto/Auto Ancillary
Miscellaneous Consumer Durables
Cash 3.0% Chemicals & Fertilisers Cement
Disclaimer:

ICICI Securities Ltd. ( I-Sec). Registered office of I-Sec is at ICICI Securities Ltd. - ICICI
Centre, H. T. Parekh Marg, Churchgate, Mumbai - 400020, India, Tel No : 022 - 2288
2460, 022 - 2288 2470. AlfAccurate Advisors Pvt Ltd is a SEBI registered Investment
Advisor vide SEBI Registration Number INA000015729. I-Sec is a distributor of
Investment Advisory products. The contents herein above shall not be considered as an
invitation or persuasion to trade or invest. I-Sec and affiliates accept no liabilities for any
loss or damage of any kind arising out of any actions taken in reliance thereon.
The non-broking products / services like Mutual Funds, Insurance, FD/ Bonds, loans,
PMS, Tax, Elocker, NPS, IPO, Research, Financial Learning, Investment Advisory etc. are
not exchange traded products / services and ICICI Securities Ltd. is just acting as a
distributor/ referral Agent of such products / services and all disputes with respect to
the distribution activity would not have access to Exchange investor redressal or
Arbitration mechanism.
The information mentioned herein above is only for consumption by the client and such
material should not be redistributed.
The information contained herein is strictly confidential and meant solely for the
selected recipient and may not be altered in any way, transmitted to, copied or
distributed, in part or in whole, to any other person or to the media or reproduced in
any form, without prior written consent of ICICI Securities Limited. The contents of this
mail are solely for informational purpose and may not be used or considered as an offer
document or solicitation of offer to buy or sell or subscribe for securities or other
financial instruments or any other product. While due care has been taken in preparing
this mail, I-Sec and affiliates accept no liabilities for any loss or damage of any kind
arising out of any inaccurate, delayed or incomplete information nor for any actions
taken in reliance thereon. This mail is not directed or intended for distribution to, or use
by, any person or entity who is a citizen or resident of or located in any locality, state,
country or other jurisdiction, where such distribution, publication, availability or use
would be contrary to law, regulation or which would subject I-Sec and affiliates to any
registration or licensing requirement within such jurisdiction.

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