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Flexicap Strategy
Flexicap Strategy

Flexicap Strategy

  • Anand Rathi Advisors Ltd
  • Multi Cap AND Flexi Cap
  • 71
    Out of 235*
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Portfolio age2 years
3.85%
4.27%
Hurdle Rate**0.00%
Fixed fee1.10%
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)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Mayur Shah
  • Manager Rank Out of 168
    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
Nov 27, 2023
Min. Investment
₹50 Lacs
SIP Option
Available
STP Option
Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
1.10%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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bt_logoINVESTMENT PHILOSOPHY

Objective

The Portfolio Manager seeks to generate returns for the client through price appreciation of the mutual funds held over a period of time. The approach includes mathematically selecting categories of funds that have potential to outperform and applying basic AUM filters to arrive at a shortlisted universe of equity funds.

Investment Approach

The Portfolio Manager seeks to generate returns for the client through price appreciation of the mutual funds held over a period of time. The approach includes mathematically selecting categories of funds that have potential to outperform and applying basic AUM filters to arrive at a shortlisted universe of equity funds.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Flexicap Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
112 Out of 251
Fixed Fee
1.10%
Scheme Return
3.85%
Benchmark Return
4.27%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*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 Flexicap Strategy?
There is no option for Hurdle rate.
What is the fixed fee charged in Flexicap Strategy ?
The fixed fee charged in Flexicap Strategy is 1.10%.
What is the variable fee charged in Flexicap Strategy ?
There is no option for Variable fee.
What is the profit sharing in Flexicap Strategy ?
There is no option for Profit sharing.
What is the minimum investment in Flexicap Strategy ?
The minimum investment in Flexicap Strategy is ₹50 Lacs
What type of scheme is Flexicap Strategy?
Flexicap Strategy is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Flexicap Strategy?
The inception date of Flexicap Strategy is Nov 27, 2023.
What is the exit load of Flexicap Strategy?
Exit load is 0%

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