Anand Rathi Advisors Limited • Equity
Flexicap Strategy is an equity portfolio management service (PMS) strategy run by Anand Rathi Advisors Limited, launched on 16 Nov 2023. As of 30 Sep 2026, it manages ₹1.35 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +1.65% over 1 year (+10.92% since inception). Over 1 year, the BSE 500 TRI returned -2.33%, so the strategy is 3.98 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by MAYUR P SHAH.
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 | -4.96% |
| 3 Months | -2.38% |
| 1 Year | +1.65% |
| Since Inception | +10.92% |
| management fee | Fixed Fees: AMC Charge : 2.50% |
| performance fee | Variable Fees: AMC: 0% to 2% Hurdle : 8% to 20% Profit sharing : 20% |
| exit load | 1st year : 2% 2nd Year: 1% After 3rd Year : 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 callFlexicap Strategy has a 1-year return of +1.65% and +10.92% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, Flexicap Strategy returned +1.65% against -2.33% for the BSE 500 TRI, 3.98 percentage points ahead. Figures as of 30 Sep 2026.
Flexicap Strategy is managed by MAYUR P SHAH at Anand Rathi Advisors. The strategy manages ₹1.35 Cr of client assets as of 30 Sep 2026.
Flexicap Strategy manages ₹1.35 Cr of client assets as of 30 Sep 2026.
The fee structure for Flexicap Strategy includes: management fee: Fixed Fees: AMC Charge : 2.50%; performance fee: Variable Fees: AMC: 0% to 2% Hurdle : 8% to 20% Profit sharing : 20%; exit load: 1st year : 2% 2nd Year: 1% After 3rd Year : NIL.
The minimum investment for Flexicap Strategy is ₹50 Lakhs.
Flexicap Strategy was launched on 16 Nov 2023. It has a 2-year track record.
Description
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