Anand Rathi Advisors Limited • Equity
Decennium Opportunity Portfolio is an equity portfolio management service (PMS) strategy run by Anand Rathi Advisors Limited, launched on 12 Nov 2021. As of 30 Sep 2026, it manages ₹130 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +3.45% over 1 year and +6.74% over 3 years (+9.40% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 2.46 percentage points behind of its benchmark. Its 3-year return ranks 367th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by MAYUR P SHAH.
Ranked nearby on 3-year return: Darashaw PMS Disc (+6.82%), Innovation Portfolio (+6.77%), All Cap Portfolio - DPMS (+6.73%), Abakkus All Cap (Shariah) Approach (+6.71%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -1.93% |
| 3 Months | -1.93% |
| 1 Year | +3.45% |
| 3 Years | +6.74% |
| Since Inception | +9.40% |
| management fee | Fixed Fees: AMC Charge: 2.50% |
| performance fee | Variable Fees: AMC: Upto 1% Hurdle Rate: 8% to 20% Profit Sharing: 0 to 25% |
| exit load | 1st Year: 2% 2nd Year: 1% After 2 Years: NIL |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callDecennium Opportunity Portfolio has a 1-year return of +3.45%, a 3-year return of +6.74% and +9.40% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, Decennium Opportunity Portfolio returned +6.74% against +9.20% for the BSE 500 TRI, 2.46 percentage points behind. Over 1 year it returned +3.45% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Decennium Opportunity Portfolio's 3-year return of +6.74% ranks 367th as of 30 Sep 2026.
Decennium Opportunity Portfolio is managed by MAYUR P SHAH at Anand Rathi Advisors. The strategy manages ₹130 Cr of client assets as of 30 Sep 2026.
Decennium Opportunity Portfolio manages ₹130 Cr of client assets as of 30 Sep 2026.
The fee structure for Decennium Opportunity Portfolio includes: management fee: Fixed Fees: AMC Charge: 2.50%; performance fee: Variable Fees: AMC: Upto 1% Hurdle Rate: 8% to 20% Profit Sharing: 0 to 25%; exit load: 1st Year: 2% 2nd Year: 1% After 2 Years: NIL.
The minimum investment for Decennium Opportunity Portfolio is ₹50 Lakhs.
Decennium Opportunity Portfolio was launched on 12 Nov 2021. It has a 4-year track record.
Description
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