Anand Rathi Advisors Limited • Equity
Impress Portfolio - NRI is an equity portfolio management service (PMS) strategy run by Anand Rathi Advisors Limited, launched on 28 Jul 2017. As of 30 Sep 2026, it manages ₹72.53 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +11.31% over 1 year, +17.76% over 3 years and +14.83% over 5 years (+15.20% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 8.56 percentage points ahead of its benchmark. Its 3-year return ranks 65th 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: Carnelian Shift Strategy (+17.89%), Motilal Oswal Founders Portfolio (+17.81%), QUESTPMS Multi Portfolio (+17.69%), Diversified Long Term Value (+17.62%).
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 | -5.33% |
| 3 Months | +0.97% |
| 1 Year | +11.31% |
| 3 Years | +17.76% |
| 5 Years | +14.83% |
| Since Inception | +15.20% |
| 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 callImpress Portfolio - NRI has a 1-year return of +11.31%, a 3-year return of +17.76%, a 5-year return of +14.83% and +15.20% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Impress Portfolio - NRI returned +14.83% against +8.91% for the BSE 500 TRI, 5.92 percentage points ahead. Over 3 years it returned +17.76% against +9.20%; Over 1 year it returned +11.31% 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, Impress Portfolio - NRI's 3-year return of +17.76% ranks 65th as of 30 Sep 2026.
Impress Portfolio - NRI is managed by MAYUR P SHAH at Anand Rathi Advisors. The strategy manages ₹72.53 Cr of client assets as of 30 Sep 2026.
Impress Portfolio - NRI manages ₹72.53 Cr of client assets as of 30 Sep 2026.
The fee structure for Impress Portfolio - NRI 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 Impress Portfolio - NRI is ₹50 Lakhs.
Impress Portfolio - NRI was launched on 28 Jul 2017. It has a 9-year track record.
Description
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