Anand Rathi Advisors Limited • Equity
The Alpha I Strategy is an equity portfolio management service (PMS) strategy run by Anand Rathi Advisors Limited, launched on 12 Apr 2023. As of 30 Sep 2026, it manages ₹10 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +1.84% over 1 year and +11.45% over 3 years (+15.89% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 2.25 percentage points ahead of its benchmark. Its 3-year return ranks 225th 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: Care PMS Growth Plus Value (+11.56%), Wealth Guardian Fund (+11.50%), Nippon India Royal Portfolio (+11.39%), Queenbee (+11.38%).
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 | -4.86% |
| 3 Months | -1.18% |
| 1 Year | +1.84% |
| 3 Years | +11.45% |
| Since Inception | +15.89% |
| 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 callThe Alpha I Strategy has a 1-year return of +1.84%, a 3-year return of +11.45% and +15.89% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, The Alpha I Strategy returned +11.45% against +9.20% for the BSE 500 TRI, 2.25 percentage points ahead. Over 1 year it returned +1.84% 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, The Alpha I Strategy's 3-year return of +11.45% ranks 225th as of 30 Sep 2026.
The Alpha I Strategy is managed by MAYUR P SHAH at Anand Rathi Advisors. The strategy manages ₹10 Cr of client assets as of 30 Sep 2026.
The Alpha I Strategy manages ₹10 Cr of client assets as of 30 Sep 2026.
The fee structure for The Alpha I Strategy 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 The Alpha I Strategy is ₹50 Lakhs.
The Alpha I Strategy was launched on 12 Apr 2023. It has a 3-year track record.
Description
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