Anand Rathi MNC PMS- Investment Strategy
The Anand Rathi MNC PMS is a concentrated thematic portfolio of 15-20 MNC stocks, with 50% large capitalisation exposure. The criterion for selection is based on – successful business model, healthy balance sheet, strong corporate governance, higher return ratio, and favorable risk-adjusted returns.
Trailing Performance
| 1yr | 3yr | 5yr | Since Inception | |
|---|---|---|---|---|
| Anand Rathi MNC | 1.1 | 9.9 | 17.3 | 11.4 |
| S&P BSE 500 | 4.8 | 12.3 | 24.8 | 14.5 |
| Alpha over Broad Mkt BM | -3.7 | -2.4 | -7.5 | -3.1 |
| S&P BSE 500 | 4.8 | 12.3 | 24.8 | |
| Alpha over Category BM | -3.7 | -2.4 | -7.5 |
Performance as of: 31-Mar-25 | Inception Date: 28-Mar-18
Fund Managers
Mayur Shah | 2-star rated FM
Fund Manager | 20 yrs Experience | 18 yrs at current firm
Past Experience: AVP-PMS
Mr. Mayur Shah is Fund Manager for PMS’s run at Anand Rathi, he has done post graduation in MBA Finance and CFP. He has more than 15 years of rich experience in Investment advisory, Product Development and Portfolio Management. He had Started Career with Kotak Securities Ltd in 2005 as an Investment Advisor subsequently got into developing Equity products and running the same. From last 13 years he is part of Anand Rathi group and worked across Portfolio Management and Private Client Group Equity Advisory. Recently, the MNC fund being managed by him has been featured in top 3 pms based on 1 year performance in economic times.
Fee Structure
| Fee Structure | Fee |
|---|---|
| Fixed Fee Structure | 2.5 |
| Variable Fee Structures | |
| Exit Fees | 1yr(2%), 2yr(1%) |
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