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Anand Rathi - MNC PMS
Anand Rathi - MNC PMS

Anand Rathi - MNC PMS

  • Anand Rathi Advisors Ltd
  • Thematic
  • 6
    Out of 6*
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Portfolio age8 years
2.96%
0.45%
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 28/02/2026)
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)
Allocation by Market Cap
Undisclosed
Sector Holdings
  • Capital Goods29.94%
  • Fast Moving Consumer Goods17.45%
  • Financial Services16.86%
  • Automobile and Auto Components7.28%
  • Healthcare5.41%
Stock Holdings
  • Cash & Cash Equivalents7.63%
  • Cummins India Ltd7.47%
  • Maruti Suzuki India Ltd.7.28%
  • Maruti Suzuki India Ltd7.2%
  • Cummins India Ltd.6.46%

bt_logoPORTFOLIO MANAGERS

Mayur Shah
  • Manager Rank11 Out of 12
    i
    Rank is based on 3-year return
  • Schemes Managed6
  • Total AUMUndisclosed
  • Highest Return In 1 Yr18.26%
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
  • table
  • Grid
Compare
Anand Rathi - Impress PMS
AUM (₹ Cr)
₹782.42 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
38 Out of 263
Fixed Fee
2.50%
Scheme Return
3.07%
Benchmark Return
0.45%
Anand Rathi - MNC PMS
AUM (₹ Cr)
₹141.40 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
4 Out of 21
Fixed Fee
2.50%
Scheme Return
2.96%
Benchmark Return
0.45%
Anand Rathi - Decennium Opportunity
AUM (₹ Cr)
₹184.79 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
84 Out of 263
Fixed Fee
2.50%
Scheme Return
1.75%
Benchmark Return
0.45%
Flexicap Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
97 Out of 263
Fixed Fee
1.10%
Scheme Return
1.39%
Benchmark Return
0.45%
Alpha 1
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
100 Out of 263
Fixed Fee
1.10%
Scheme Return
1.3%
Benchmark Return
0.45%
IDEAA PMS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
9 Out of 35
Fixed Fee
2.50%
Scheme Return
1.13%
Benchmark Return
-1.36%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
141.40
(As on Feb, 2026)
Inception Date
Mar 28, 2018
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 consistency of return and risk moderation by investing in Multinational Companies listed in India.

Investment Approach

Concentrated portfolio with 15 - 20 MNC stocks with 50% into large cap . Sectorally well diversified portfolio. Advantage of MNC companies - successful business model, healthy balance sheet, strong corporate governance, higher return ratio and favorable risk adjusted returns.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Anand Rathi - MNC PMS
AUM (₹ Cr)
₹141.40 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 21
Fixed Fee
2.50%
Scheme Return
2.96%
Benchmark Return
0.45%
Valcreate - Lifesciences and Specialty Opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 21
Fixed Fee
2.50%
Scheme Return
8.77%
Benchmark Return
0.45%
Ambit Build India
AUM (₹ Cr)
₹33.52 Cr
Hurdle Rate
12%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 21
Fixed Fee
1.75%
Scheme Return
3.99%
Benchmark Return
-0.51%
The Green Ethical Fund
AUM (₹ Cr)
₹24.53 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 21
Fixed Fee
2.25%
Scheme Return
2.98%
Benchmark Return
0.45%
Thematic Opportunities Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Benchmark
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 21
Fixed Fee
2.50%
Scheme Return
2.39%
Benchmark Return
0.45%
HSBC - India Next Portfolio
AUM (₹ Cr)
₹436.30 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 21
Fixed Fee
2.00%
Scheme Return
1.96%
Benchmark Return
0.45%
*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 1398.06 crores. Its current offering of PMS schemes includes 4 Multi Cap And Flexi Cap, 1 Thematic and 1 Multi Asset schemes.

AUM (₹ cr)

1,398.06 (As on Feb, 2026)

Number of Schemes

6
Schemes From This AMC
  • table
  • Grid
Compare
Anand Rathi - Impress PMS
AUM (₹ Cr)
₹782.42 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
38 Out of 263
Fixed Fee
2.50%
Scheme Return
3.07%
Benchmark Return
0.45%
Anand Rathi - MNC PMS
AUM (₹ Cr)
₹141.40 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
4 Out of 21
Fixed Fee
2.50%
Scheme Return
2.96%
Benchmark Return
0.45%
Anand Rathi - Decennium Opportunity
AUM (₹ Cr)
₹184.79 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
84 Out of 263
Fixed Fee
2.50%
Scheme Return
1.75%
Benchmark Return
0.45%
Flexicap Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
97 Out of 263
Fixed Fee
1.10%
Scheme Return
1.39%
Benchmark Return
0.45%
Alpha 1
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
100 Out of 263
Fixed Fee
1.10%
Scheme Return
1.3%
Benchmark Return
0.45%
IDEAA PMS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
9 Out of 35
Fixed Fee
2.50%
Scheme Return
1.13%
Benchmark Return
-1.36%
*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 - MNC PMS?
There is no option for Hurdle rate.
What is the fixed fee charged in Anand Rathi - MNC PMS ?
The fixed fee charged in Anand Rathi - MNC PMS is 2.50%.
What is the variable fee charged in Anand Rathi - MNC PMS ?
There is no option for Variable fee.
What is the profit sharing in Anand Rathi - MNC PMS ?
There is no option for Profit sharing.
What is the minimum investment in Anand Rathi - MNC PMS ?
The minimum investment in Anand Rathi - MNC PMS is ₹50 Lacs
What type of scheme is Anand Rathi - MNC PMS?
Anand Rathi - MNC PMS is an Equity scheme. It falls in the Thematic category.
What is the inception date of Anand Rathi - MNC PMS?
The inception date of Anand Rathi - MNC PMS is Mar 28, 2018.
What is the exit load of Anand Rathi - MNC PMS?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.

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