Search
Advertisement
Anand Rathi - MNC PMS
Anand Rathi - MNC PMS

Anand Rathi - MNC PMS

  • Anand Rathi Advisors Ltd
  • Thematic
  • 5
    Out of 5*
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age8 years, 4 months
1.46%
2.19%
Hurdle Rate**0.00%
Fixed fee2.50%
Min. Investment50 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)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
  • Cemindia Projects Ltd7.8%
  • Cummins India Ltd7.76%
  • Nippon Life India Asset Management Ltd7.76%
  • Maruti Suzuki India Ltd6.59%
  • Siemens Energy India Ltd6.47%

PORTFOLIO MANAGERS

Mayur Shah
  • Manager Rank9 Out of 11
    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
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%
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%
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%
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%
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%
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%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

BT Tv

PEER ANALYSIS

AUM (₹ Cr)
₹134.00 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
9 Out of 19
Fixed Fee
2.50%
AUM (₹ Cr)
₹59.82 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 19
Fixed Fee
2.50%
AUM (₹ Cr)
₹35.31 Cr
Hurdle Rate
10.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 19
Fixed Fee
2.25%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 19
Fixed Fee
2.50%
AUM (₹ Cr)
₹174.65 Cr
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 19
Fixed Fee
2.50%
AUM (₹ Cr)
₹36.13 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 19
Fixed Fee
2.25%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Anand Rathi Advisors Ltd
Anand Rathi Advisors Ltd manages assets worth Rs 1338.46 crores. Its current offering of PMS schemes includes 4 Multi Cap And Flexi Cap, 1 Thematic and 1 Multi Asset schemes.

AUM (₹ cr)

1,338.46 (As on Jun, 2026)

Number of Schemes

6
Schemes From This AMC
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%
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%
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%
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%
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%
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%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

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.