Anand Rathi Advisors - Impress PMS

EQUITY MULTI CAP

An aggressive, concentrated multicap portfolio pursuing a growth strategy.

+18.74%

3Y annualised returns

+13.47%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

31 May '17

Total AUM

₹765.55Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity98.5%

Cash1.5%

Equity market cap split

Small Cap60.0%

Mid Cap23.4%

Large Cap12.1%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

2.00%

PMS management

MS
Mayur Shah
Fund Manager, PMS
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About

Mr. Mayur Shah is Fund Manager for PMSs run at Anand Rathi, he has done post graduation in MBA Finance and CFP. He has more than 15 years of rich experience in Investment advisory, Product Development and Portfolio Management. He had Started Career with Kotak Securities Ltd in 2005 as an Investment Advisor subsequently got into developing Equity products and running the same. From last 13 years he is part of Anand Rathi group and worked across Portfolio Management and Private Client Group Equity Advisory. Recently, the MNC fund being managed by him has been featured in top 3 pms based on 1 year performance in economic times.

Experience

Over 15 years of experience in the financial industry.

Investment philosophy

Specializes in investment advisory, product development, and portfolio management.

Previously worked at