What is the hurdle rate of Anand Rathi - Impress PMS?

There is no option for Hurdle rate.

What is the fixed fee charged in Anand Rathi - Impress PMS ?

The fixed fee charged in Anand Rathi - Impress PMS is 2.50%.

What is the variable fee charged in Anand Rathi - Impress PMS ?

There is no option for Variable fee.

What is the profit sharing in Anand Rathi - Impress PMS ?

There is no option for Profit sharing.

What is the minimum investment in Anand Rathi - Impress PMS ?

The minimum investment in Anand Rathi - Impress PMS is ₹50 Lacs

What type of scheme is Anand Rathi - Impress PMS?

Anand Rathi - Impress PMS is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.

What is the inception date of Anand Rathi - Impress PMS?

The inception date of Anand Rathi - Impress PMS is May 31, 2017.

Anand Rathi - Impress PMS

Anand Rathi Advisors Ltd
Multi Cap AND Flexi Cap

28
Out of 143*
Compare
Share

Portfolio age9 years, 2 months

1.89%

2.19%

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

TRAILING PERFORMANCE

(As on 31/07/2026)

Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (9.65%)

Allocation by Market Cap

Small Cap (58.82%)

Mid Cap (16.54%)

Large Cap (14.99%)

Sector Holdings

Capital Goods22.11%
Fast Moving Consumer Goods15.87%
Financial Services12.36%
Healthcare8.75%
Construction7.4%

Stock Holdings

Cash and Equivalents9.65%
Radico Khaitan Ltd7.68%
Cemindia Projects Ltd7.4%
Schneider Electric Infrastructure Ltd7.28%
KEI Industries Ltd6.56%

PORTFOLIO MANAGERS

Mayur Shah

Manager Rank31 Out of 198
i
Rank is based on 3-year return
Schemes Managed6
Total AUM1354.71
Highest Return In 1 Yr11.91%

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

1m 3m 6m 1y 3y 5y

table
Grid

Compare

Flexicap Strategy

AUM (₹ Cr)

₹1.41 Cr

Hurdle Rate

No Option

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

103 Out of 284

Fixed Fee

2.50%

Scheme Return

2.01%

Benchmark Return

2.19%

Anand Rathi - Impress PMS

AUM (₹ Cr)

₹956.00 Cr

Hurdle Rate

No Option

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

109 Out of 284

Fixed Fee

2.50%

Scheme Return

1.89%

Benchmark Return

2.19%

Alpha 1

AUM (₹ Cr)

₹10.30 Cr

Hurdle Rate

No Option

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

115 Out of 284

Fixed Fee

2.50%

Scheme Return

1.75%

Benchmark Return

2.19%

Anand Rathi - MNC PMS

AUM (₹ Cr)

₹134.00 Cr

Hurdle Rate

No Option

Benchmark

S&P BSE 500 TRI

Category

Thematic

Category Rank

9 Out of 19

Fixed Fee

2.50%

Scheme Return

1.46%

Benchmark Return

2.19%

IDEAA PMS

AUM (₹ Cr)

₹84.00 Cr

Hurdle Rate

No Option

Benchmark

NSE Multi Asset Index 1

Category

Multi Asset

Category Rank

30 Out of 45

Fixed Fee

2.50%

Scheme Return

0.69%

Benchmark Return

1.5%

Anand Rathi - Decennium Opportunity

AUM (₹ Cr)

₹169.00 Cr

Hurdle Rate

No Option

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

252 Out of 284

Fixed Fee

2.50%

Scheme Return

-1.51%

Benchmark Return

2.19%

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)

956

(As on Jul, 2026)

Inception Date

May 31, 2017

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

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

2.50%

Variable Fee

No Option

Hurdle Rate

No Option

Profit Sharing

No Option

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INVESTMENT PHILOSOPHY

Objective

Focus on Return Optimization by investing in multicapportfolio of rising enterprises with sound corporate track record and sustainable business model keeping balance between value and growth strategy

Investment Approach

Multicap aggressive concentrated portfolio of 15 - 20 stocks with 70%+ into mid and small cap . Sectorally well diversified portfolio.Fous more on growth strategy with companies with better margins, return ratio, corporate governance and earnings visibility.