Anand Rathi Advisors - MNC PMS

EQUITY

A concentrated, sectorally diversified portfolio of 15-20 Multi-National Company (MNC) stocks.

+9.86%

3Y annualised returns

+15.98%

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

Launch date

27 Mar '18

Total AUM

₹155.68Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity99.0%

Cash1.0%

Equity market cap split

Small Cap34.0%

Mid Cap33.3%

Large Cap29.5%

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