Anand Rathi Advisors PMS strategies
Anand Rathi Advisors runs 11 portfolio management strategies listed with APMI, managing ₹1,375 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Impress Portfolio | Equity | MAYUR P SHAH | ₹952 Cr | +18.20% | +9.00 pts | 2.50% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Sep 2026 |
| Decennium Opportunity Portfolio | Equity | MAYUR P SHAH | ₹130 Cr | +6.74% | -2.46 pts | 2.50% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Sep 2026 |
| MNC Portfolio | Equity | MAYUR P SHAH | ₹106 Cr | +5.60% | -3.60 pts | 2.50% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Sep 2026 |
| Impress Portfolio - NRI | Equity | MAYUR P SHAH | ₹72.53 Cr | +17.76% | +8.56 pts | 2.50% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Sep 2026 |
| IDEAA Portfolio | Multi Asset | — | ₹69.17 Cr | — | — | — | ₹50 Lakhs | — |
| Decennium Opportunity Port -NRI | Equity | MAYUR P SHAH | ₹23.19 Cr | +6.68% | -2.52 pts | 2.50% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Sep 2026 |
| The Alpha I Strategy | Equity | MAYUR P SHAH | ₹10 Cr | +11.45% | +2.25 pts | 2.50% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Sep 2026 |
| MNC Portfolio - NRI | Equity | MAYUR P SHAH | ₹9.49 Cr | +5.60% | -3.60 pts | 2.5% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Sep 2026 |
| Flexicap Strategy | Equity | MAYUR P SHAH | ₹1.35 Cr | — | — | 2.50% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Sep 2026 |
| IDEAA Portfolio - NRI | Multi Asset | — | ₹0.77 Cr | — | — | — | ₹50 Lakhs | — |
| Portfolio Plus | Equity | — | — | +7.57% | — | — | ₹50 Lakhs | — |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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