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Anand Rathi - Decennium Opportunity
Anand Rathi - Decennium Opportunity

Anand Rathi - Decennium Opportunity

  • Anand Rathi Advisors Ltd
  • Multi Cap AND Flexi Cap
  • 131
    Out of 168*
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Portfolio age4 years
1.77%
4.27%
Hurdle Rate**0.00%
Fixed fee2.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (5.73%)
Allocation by Market Cap
Small Cap (59.84%)
Mid Cap (26.59%)
Large Cap (7.84%)
Sector Holdings
  • Capital Goods27.67%
  • Construction20.37%
  • Consumer Durables12.4%
  • Healthcare10.69%
  • Automobile and Auto Components7.29%
Stock Holdings
  • Bharat Electronics Ltd7.84%
  • Craftsman Automation Limited7.29%
  • Interarch Building Solutions Limited7.24%
  • KEC International Ltd.7.23%
  • Ethos Limited6.85%

bt_logoPORTFOLIO MANAGERS

Mayur Shah
  • Manager Rank131 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed5
  • Total AUMUndisclosed
  • Highest Return In 1 Yr3.93%
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.

Other Schemes
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Compare
Anand Rathi - Impress PMS
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%
Scheme Return
4.2%
Benchmark Return
4.27%
Flexicap Strategy
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%
Scheme Return
3.85%
Benchmark Return
4.27%
Alpha 1
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%
Scheme Return
3.63%
Benchmark Return
4.27%
Anand Rathi - Decennium Opportunity
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%
Scheme Return
1.77%
Benchmark Return
4.27%
Anand Rathi - MNC PMS
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%
Scheme Return
-0.46%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Oct, 2025)
Inception Date
Nov 12, 2021
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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bt_logoINVESTMENT PHILOSOPHY

Objective

Focus on return optimization by investing in multicap portfolio of companies with good corporate governance, strong emerging business or companies entering into next business upcycle.

Investment Approach

"Investing in companies which are likely to benefit from Industrial Revolution, new age business, favorable Policies, and companies that are showing visible sign of turnaround with higher growth in their next business up cycle."

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Anand Rathi - Decennium Opportunity
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
222 Out of 251
Fixed Fee
2.50%
Scheme Return
1.77%
Benchmark Return
4.27%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

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.

AUM (₹ cr)

1,549.46 (As on Oct, 2025)

Number of Schemes

5
Schemes From This AMC
  • table
  • Grid
Compare
Anand Rathi - Impress PMS
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%
Scheme Return
4.2%
Benchmark Return
4.27%
Flexicap Strategy
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%
Scheme Return
3.85%
Benchmark Return
4.27%
Alpha 1
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%
Scheme Return
3.63%
Benchmark Return
4.27%
Anand Rathi - Decennium Opportunity
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%
Scheme Return
1.77%
Benchmark Return
4.27%
Anand Rathi - MNC PMS
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%
Scheme Return
-0.46%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Anand Rathi - Decennium Opportunity?
There is no option for Hurdle rate.
What is the fixed fee charged in Anand Rathi - Decennium Opportunity ?
The fixed fee charged in Anand Rathi - Decennium Opportunity is 2.50%.
What is the variable fee charged in Anand Rathi - Decennium Opportunity ?
There is no option for Variable fee.
What is the profit sharing in Anand Rathi - Decennium Opportunity ?
There is no option for Profit sharing.
What is the minimum investment in Anand Rathi - Decennium Opportunity ?
The minimum investment in Anand Rathi - Decennium Opportunity is ₹50 Lacs
What type of scheme is Anand Rathi - Decennium Opportunity?
Anand Rathi - Decennium Opportunity is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Anand Rathi - Decennium Opportunity?
The inception date of Anand Rathi - Decennium Opportunity is Nov 12, 2021.
What is the exit load of Anand Rathi - Decennium Opportunity?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.

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