Anand Rathi Advisors Limited • Equity
Impress Portfolio is an equity portfolio management service (PMS) strategy run by Anand Rathi Advisors Limited, launched on 31 May 2017. As of 30 Sep 2026, it manages ₹952 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +11.64% over 1 year, +18.20% over 3 years and +15.01% over 5 years (+14.11% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 9.00 percentage points ahead of its benchmark. Its 3-year return ranks 57th 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: Activealphamc (+18.58%), Unique Focused Fund (+18.45%), QUESTPMS Focus Portfolio (+18.20%), Growth Mantra Fund (+18.10%).
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 | -5.24% |
| 3 Months | +1.35% |
| 1 Year | +11.64% |
| 3 Years | +18.20% |
| 5 Years | +15.01% |
| Since Inception | +14.11% |
| 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 has a 1-year return of +11.64%, a 3-year return of +18.20%, a 5-year return of +15.01% and +14.11% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Impress Portfolio returned +15.01% against +8.91% for the BSE 500 TRI, 6.10 percentage points ahead. Over 3 years it returned +18.20% against +9.20%; Over 1 year it returned +11.64% 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's 3-year return of +18.20% ranks 57th as of 30 Sep 2026.
Impress Portfolio is managed by MAYUR P SHAH at Anand Rathi Advisors. The strategy manages ₹952 Cr of client assets as of 30 Sep 2026.
Impress Portfolio manages ₹952 Cr of client assets as of 30 Sep 2026.
The fee structure for Impress 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 Impress Portfolio is ₹50 Lakhs.
Impress Portfolio was launched on 31 May 2017. It has a 9-year track record.
Description
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