Business Today
Subscribe
PMS TodayBudget 2025US NewsIndiaWeatherBT ShortsNRIEducationElection
BT GolfBT India 100BT Mindrush
Search
Advertisement
Business News
pms
Anand Rathi - MNC PMS
Anand Rathi - MNC PMS

Anand Rathi - MNC PMS

  • Anand Rathi Advisors Ltd
  • Thematic
  • 7
    Out of 7*
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age7 years, 8 months
-0.46%
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 (3.27%)
Allocation by Market Cap
Small Cap (34.01%)
Mid Cap (33.26%)
Large Cap (29.46%)
Sector Holdings
  • Capital Goods29.48%
  • Financial Services17.95%
  • Fast Moving Consumer Goods12.06%
  • Healthcare10.44%
  • Automobile and Auto Components8.83%
Stock Holdings
  • Maruti Suzuki India Ltd.8.83%
  • Cummins India Ltd.6.96%
  • Nippon Life India Asset Management Limited6.15%
  • GlaxoSmithkline Pharmaceuticals Ltd.6.03%
  • KFin Technologies Limited5.92%

bt_logoPORTFOLIO MANAGERS

Mayur Shah
  • Manager Rank11 Out of 11
    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
  • 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_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Oct, 2025)
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
SUBSCRIBE TO
BUSINESS TODAY MAGAZINE
Subscribe Now
Already a subscriber?Login

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.

bt_logoCalculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

BT Tv

Ground Report From IGI Counters: Stranded Flyers Slam IndiGo Amid Widespread Cancellations7:17Ground Report From IGI Counters: Stranded Flyers Slam IndiGo Amid Widespread Cancellations
FM Sitharaman Clarifies Cess On Demerit Goods: Fungible Funds For Defence, Public Health Support5:04FM Sitharaman Clarifies Cess On Demerit Goods: Fungible Funds For Defence, Public Health Support
India–Russia Trade to Cross $100 Billion Before 2030: PM Modi Fast-Tracks Economic Partnership2:31India–Russia Trade To Cross $100 Billion Before 2030: PM Modi Fast-Tracks Economic Partnership
Russia Eyes Indian Workforce, New Trade Plan And Tariff Cuts In Major Economic Push11:22Russia Eyes Indian Workforce, New Trade Plan And Tariff Cuts In Major Economic Push
IndiGo CEO Pieter Elbers Admits Worst-Ever Disruption As Over 1,000 Flights Cancelled Nationwide3:48IndiGo CEO Pieter Elbers Admits Worst-Ever Disruption As Over 1,000 Flights Cancelled Nationwide
India & Russia Plan Faster Trade Routes, Digital Corridors & New Nuclear Opportunities2:42India & Russia Plan Faster Trade Routes, Digital Corridors & New Nuclear Opportunities
Passengers Angry Over IndiGo Delays, Complain Of No Information3:16Passengers Angry Over IndiGo Delays, Complain Of No Information
Vikram Misri: India–Russia to Accelerate FTA, Investment Treaty and Key Connectivity Negotiations1:58Vikram Misri: India–Russia To Accelerate FTA, Investment Treaty And Key Connectivity Negotiations
‘If US Can Buy Russian Fuel, Why Not India?’: Putin Challenges Trump’s Claim On Ukraine War3:01‘If US Can Buy Russian Fuel, Why Not India?’: Putin Challenges Trump’s Claim On Ukraine War
IndiGo Flight Chaos: Delhi Airport Meltdown, DGCA Relaxes Crew Rostering Restrictions8:35IndiGo Flight Chaos: Delhi Airport Meltdown, DGCA Relaxes Crew Rostering Restrictions
View more

bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Anand Rathi - MNC PMS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
16 Out of 17
Fixed Fee
2.50%
Scheme Return
-0.46%
Benchmark Return
4.27%
Incred Focused Healthcare Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 17
Fixed Fee
2.50%
Scheme Return
9.1%
Benchmark Return
4.27%
InCred - Healthcare Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 17
Fixed Fee
2.50%
Scheme Return
7.33%
Benchmark Return
4.27%
Invesco - RISE
AUM (₹ Cr)
₹351.93 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 17
Fixed Fee
No Option
Scheme Return
5.54%
Benchmark Return
4.27%
Digital Leaders
AUM (₹ Cr)
₹88.36 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 17
Fixed Fee
2.50%
Scheme Return
5.46%
Benchmark Return
4.27%
Thematic Opportunities Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Benchmark
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 17
Fixed Fee
2.50%
Scheme Return
4.46%
Benchmark Return
4.27%
*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 - 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.

bt_logoTop Stories