Anand Rathi Advisors Limited • Equity
MNC Portfolio - NRI is an equity portfolio management service (PMS) strategy run by Anand Rathi Advisors Limited, launched on 29 Oct 2018. As of 30 Sep 2026, it manages ₹9.49 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -2.95% over 1 year, +5.60% over 3 years and +6.12% over 5 years (+11.69% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 3.60 percentage points behind of its benchmark. Its 3-year return ranks 404th 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: Joindre Value Fund (+5.66%), MNC Portfolio (+5.60%), Phillip Ethical India Portfolio (+5.59%), Abans Smart Beta Portfolio (+5.54%).
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 | -6.79% |
| 3 Months | -5.70% |
| 1 Year | -2.95% |
| 3 Years | +5.60% |
| 5 Years | +6.12% |
| Since Inception | +11.69% |
| management fee | Fixed Fees: AMC Charge: 2.5% |
| 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 callMNC Portfolio - NRI has a 1-year return of -2.95%, a 3-year return of +5.60%, a 5-year return of +6.12% and +11.69% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, MNC Portfolio - NRI returned +6.12% against +8.91% for the BSE 500 TRI, 2.79 percentage points behind. Over 3 years it returned +5.60% against +9.20%; Over 1 year it returned -2.95% 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, MNC Portfolio - NRI's 3-year return of +5.60% ranks 404th as of 30 Sep 2026.
MNC Portfolio - NRI is managed by MAYUR P SHAH at Anand Rathi Advisors. The strategy manages ₹9.49 Cr of client assets as of 30 Sep 2026.
MNC Portfolio - NRI manages ₹9.49 Cr of client assets as of 30 Sep 2026.
The fee structure for MNC Portfolio - NRI includes: management fee: Fixed Fees: AMC Charge: 2.5%; 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 MNC Portfolio - NRI is ₹50 Lakhs.
MNC Portfolio - NRI was launched on 29 Oct 2018. It has a 7-year track record.
Description
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