Anand Rathi Advisors Limited • Equity
MNC Portfolio is an equity portfolio management service (PMS) strategy run by Anand Rathi Advisors Limited, launched on 28 Mar 2018. As of 30 Sep 2026, it manages ₹106 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -3.76% over 1 year, +5.60% over 3 years and +6.19% over 5 years (+10.08% 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: Alchemy Ascent (+5.70%), Joindre Value Fund (+5.66%), MNC Portfolio - NRI (+5.60%), Phillip Ethical India Portfolio (+5.59%).
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 | -7.22% |
| 3 Months | -5.75% |
| 1 Year | -3.76% |
| 3 Years | +5.60% |
| 5 Years | +6.19% |
| Since Inception | +10.08% |
| 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 callMNC Portfolio has a 1-year return of -3.76%, a 3-year return of +5.60%, a 5-year return of +6.19% and +10.08% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, MNC Portfolio returned +6.19% against +8.91% for the BSE 500 TRI, 2.72 percentage points behind. Over 3 years it returned +5.60% against +9.20%; Over 1 year it returned -3.76% 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's 3-year return of +5.60% ranks 404th as of 30 Sep 2026.
MNC Portfolio is managed by MAYUR P SHAH at Anand Rathi Advisors. The strategy manages ₹106 Cr of client assets as of 30 Sep 2026.
MNC Portfolio manages ₹106 Cr of client assets as of 30 Sep 2026.
The fee structure for MNC 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 MNC Portfolio is ₹50 Lakhs.
MNC Portfolio was launched on 28 Mar 2018. It has an 8-year track record.
Description
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