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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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PMS Bazaar
Portfolio age8 years, 3 months
1.3%
1.79%
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

bt_logoTRAILING PERFORMANCE

(As on 31/05/2026)
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
Undisclosed
Stock Holdings
  • Cummins India Ltd8.58%
  • Siemens Energy India Ltd8.04%
  • Nippon Life India Asset Management Ltd7.63%
  • Cemindia Projects Ltd6.6%
  • Maruti Suzuki India Ltd6.31%

bt_logoPORTFOLIO MANAGERS

Mayur Shah
  • Manager Rank8 Out of 11
    i
    Rank is based on 3-year return
  • Schemes Managed6
  • Total AUM1280.14
  • Highest Return In 1 Yr13.5%
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.

Other 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

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bt_logoPEER ANALYSIS

AUM (₹ Cr)
₹140.19 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
11 Out of 20
Fixed Fee
2.50%
AUM (₹ Cr)
₹145.74 Cr
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 20
Fixed Fee
2.50%
AUM (₹ Cr)
₹3.94 Cr
Hurdle Rate
10.00% or8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 20
Fixed Fee
2.25%
AUM (₹ Cr)
₹617.43 Cr
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 20
Fixed Fee
2.50%
AUM (₹ Cr)
₹18.16 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 20
Fixed Fee
2.50%
AUM (₹ Cr)
₹28.03 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 20
Fixed Fee
2.25%
*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 1280.37 crores. Its current offering of PMS schemes includes 4 Multi Cap And Flexi Cap, 1 Multi Asset and 1 Thematic schemes.

AUM (₹ cr)

1,280.37 (As on May, 2026)

Number of Schemes

6
Schemes From This AMC
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 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.