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Anand Rathi Advisors Ltd
Anand Rathi Advisors Ltd

Anand Rathi Advisors Ltd

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AUM 1,549.46 Cr
(As on Oct, 2025)
No. of schemes5
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About Anand Rathi Advisors Ltd

Anand Rathi Advisors Ltd manages assets worth Rs 1549.46 crores. Its current offering of PMS schemes includes 4 Multi Cap And Flexi Cap and 1 Thematic schemes.

bt_logoPORTFOLIO MANAGERS

Mayur Shah
Mayur Shah
  • Schemes managed 5
  • Total AUM Undisclosed
  • Highest return in 1 year +3.93 %
Profile

Mr. Mayur Shah is a seasoned investment professional with over 20 years of extensive experience in Investment Advisory, Product Development, and Portfolio Management. He currently serves as the Fund Manager for Portfolio Management Services (PMS) at Anand Rathi, where he has been an integral part of the organization since 2007. His expertise spans both the Portfolio Management division and the Private Client Group Equity Advisory. Mr. Shah holds an MBA in Finance and is also a Certified Financial Planner (CFP), reflecting his strong academic and professional foundation in financial planning and investment management. He began his career in 2005 with Kotak Securities Ltd. as an Investment Advisor. His early work involved advising clients and soon expanded to developing and managing equity products—a trajectory that laid the groundwork for his later roles in portfolio and fund management. Throughout his career, Mr. Shah has been recognized for his strategic acumen and his client-centric approach to managing investments, making him a trusted advisor to a diverse clientele.

bt_logoFund Manager Interview Video

"Mutual Fund Investment Guide 2026 | Detailed Analysis & Ratings Of India’s Top Schemes
Mutual Fund Investment Guide 2026 | Detailed Analysis & Ratings Of India’s Top Schemes40:28
"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund19:21

bt_logoPMS SCHEMES

AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
89 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
112 Out of 251
Fixed Fee
1.10%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
130 Out of 251
Fixed Fee
1.10%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
222 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
16 Out of 17
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the total AUM managed by Anand Rathi Advisors Ltd ?
The total AUM managed by Anand Rathi Advisors Ltd is ₹ 1,549.46 crores
What is the total number of schemes managed by Anand Rathi Advisors Ltd ?
The total number of schemes managed by Anand Rathi Advisors Ltd is 5
What is the best performing PMS scheme of Anand Rathi Advisors Ltd in 1 year ?
The best performing PMS scheme of Nippon Life India Asset Management Ltd in 1 year is Flexicap Strategy.
What is the best performing PMS scheme of Anand Rathi Advisors Ltd in 3 years?
The best performing PMS scheme of Anand Rathi Advisors Ltd in 3 years is Anand Rathi - Impress PMS