PMS

Anand Rathi Advisors MNC PMS

Thematic · Portfolio Management Services

Anand Rathi Advisors MNC PMS is a PMS (Portfolio Management Services) strategy, in the thematic category. It is managed by Mr. Mayur Shah. It has returned +4.12% over 1 year, +7.64% over 3 years, +8.23% over 5 years, as reported by the fund manager. It manages about ₹118.98 crore. Its benchmark is S&P BSE 500 TRI. The minimum investment in any PMS is ₹50 lakh.

Returns

1 month
+0.13%Benchmark -0.09%
3 months
+4.40%Benchmark +3.86%
6 months
+9.28%Benchmark +1.43%
1 year
+4.12%Benchmark +4.72%
2 years
-1.91%Benchmark -0.11%
3 years
+7.64%Benchmark +12.09%
5 years
+8.23%Benchmark +10.91%
Since inception
+11.17%Benchmark +13.26%

Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.

Strategy facts

Fund manager: Mr. Mayur Shah
Category: Thematic
Benchmark: S&P BSE 500 TRI
AUM: ₹118.98 Cr
Inception: 28 March 2018
Minimum investment: ₹50 lakh
Holding: %
Capital Goods: 23.10
Consumables: 14.20
Financials: 11.70
Electric Equipment: 10.40
Automobile & Ancillaries: 16.10

Common questions

What are the returns of Anand Rathi Advisors MNC PMS?

Anand Rathi Advisors MNC PMS has returned +0.13% (1 month), +4.40% (3 months), +9.28% (6 months), +4.12% (1 year), -1.91% (2 years), +7.64% (3 years), +8.23% (5 years), +11.17% (Since inception). Periods over one year are annualised.

What is the minimum investment for Anand Rathi Advisors MNC PMS?

SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.

Who manages Anand Rathi Advisors MNC PMS?

The fund manager is Mr. Mayur Shah.