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Anand Rathi Advisors Ltd
Anand Rathi Advisors Ltd

Anand Rathi Advisors Ltd

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AUM 1,280.37 Cr
(As on May, 2026)
No. of schemes6
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About Anand Rathi Advisors Ltd

Anand Rathi Advisors Ltd manages assets worth Rs 1280.37 crores. Its current offering of PMS schemes includes 4 Multi Cap And Flexi Cap, 1 Multi Asset and 1 Thematic schemes.

bt_logoPORTFOLIO MANAGERS

Mayur Shah
Mayur Shah
  • Schemes managed 6
  • Total AUM ₹1,280.14 Cr
  • Highest return in 1 year +13.5 %
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 Tv

bt_logoPMS SCHEMES

AUM (₹ Cr)
₹877.46 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
87 Out of 285
Fixed Fee
2.50%
AUM (₹ Cr)
₹74.43 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
8 Out of 44
Fixed Fee
2.50%
AUM (₹ Cr)
₹176.89 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
119 Out of 285
Fixed Fee
2.50%
AUM (₹ Cr)
₹140.19 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
11 Out of 20
Fixed Fee
2.50%
AUM (₹ Cr)
₹9.83 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
167 Out of 285
Fixed Fee
1.10%
AUM (₹ Cr)
₹1.34 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
170 Out of 285
Fixed Fee
1.10%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQs

What is the total AUM managed by Anand Rathi Advisors Ltd ?
The total AUM managed by Anand Rathi Advisors Ltd is ₹ 1,280.37 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 6
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 IDEAA PMS.
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