facebook

Anand Rathi MNC

Scheme Rating

IME Scheme Rating

The Scheme does not meet our selection criteria at this time

Not a recommended fund: This is not a recommended fund, primarily because the AMC does not meet our selection criteria. We believe that there are better fund houses to invest in, within the Indian mutual fund universe.

IME Strategy Rating

MNC Focused Thematic Portfolio: Anand Rathi’s MNC Portfolio is a concentrated MNC-focused portfolio, that aims to invest in 15 – 20 MNC stocks (~50% into the large-cap). Sectorally well-diversified portfolio. The strategy aims to benefit from the advantage of MNC companies – successful business model, healthy balance sheet, strong corporate governance, higher return ratio and favourable risk-adjusted returns.

PMS Scheme Ratings are driven by IME’s Proprietary Scheme Rating Methodology, which takes into account our ratings of the Scheme’s investment strategy, its maturity, the investment team, and our separate rating on the AMC that runs this particular scheme. Our views on each of these individual criteria are available via the IME RMS – which you can view by reaching out to one of our relationship managers (using either the live chat or book appointment feature on this site).

IME View on Anand Rathi MNC

Type: Flexi Cap | Thematic | AUM (180.7 cr) | Inc Date (28 Mar 2018)

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 30.3 16.4 18.9 14.4
S&P BSE 500 TRI 34.7 18 18 16.3
Alpha over Broad Mkt BM -4.4 -1.6 0.9 -1.9
Nifty 500 33.8 16.9 16.6
Alpha over Category BM -3.5 -0.5 2.3

Performance as of: 31-May-24 | Inception Date: 28-Mar-18

Fund Managers

Mayur Patel | 4-star rated FM

FM – Equity | 19 yrs Experience | 6 yrs at current firm

Past Experience: DSP Blackrock (VP), Spark Capital (VP), Crisil (Equity Research)

Mayur Patel is Senior Executive Vice President at 360 ONE. Mayur has 18 years of experience, including 15 years in the investment research and management domain. Prior to this, he was associated with DSP Investment Managers, where he was a fund manager for the equity portfolios of DSP BlackRock Equity Savings Fund and MIP Fund. He joined DSP in September 2013 as an Analyst in the Equities team. He has previously worked with Spark Capital as Lead Analyst, Energy in their institutional broking division and prior to that, been a part of Tata Motors and CRISIL. He is a CA & CFA.

Fee Structure

Fee StructureFee
Fixed Fee Structure2.5
Variable Fee Structures
Exit Fees1yr(2%), 2yr(1%)

AMC

AMC: Anand Rathi PMS (click link for detailed AMC review)

Not a recommended AMC: Despite being around for many years, Anand Rathi PMS has failed to scale or build a substantial name for itself in the PMS industry (despite being part of the larger Anand Rathi group). Without a highly seasoned fund manager or a clearly defined investment philosophy, we do not see any reason to recommend investments in Anand Rathi PMS.

Anand Rathi PMS does not meet our criteria for PMS AMC Selection at this time. Understand our AMC rating criteria at AMC Rating Criteria or contact us via the LiveChat to learn more.