Focus on consistency of return and risk moderation by investing in Multinational Companies listed in India.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Anand Rathi Advisors Ltd MNC PMS | -2.98% | -4.71% | -8.72% | -4.35% | 3.98% | 9.96% | 11.49% | - | 10.96% |
| S&P BSE 500 TRI | -0.24% | 5.02% | 1.63% | 7.63% | 11.64% | 16.40% | 16.82% | - | 14.69% |
Portfolio Holdings
| Holding | % |
|---|---|
| CRISIL Ltd | 5.40 |
| Whirlpool of India Limited | 3.34 |
| Cummins India Ltd | 7.34 |
| KFin Technologies Limited | 5.82 |
| Hindustan Unilever Limited | 3.87 |
| Ingersoll-Rand (India) Ltd | 4.23 |
| KSB Limited | 4.22 |
| Maruti Suzuki India Limited | 8.87 |
| MPhasis Ltd | 4.51 |
| Nestle India Ltd | 4.84 |
| Glaxosmithkline Pharma Ltd | 6.05 |
| Siemens Ltd | 4.60 |
| SKF India Ltd | 1.30 |
| Cemindia Projects Limited | 5.78 |
| Linde India Limited | 3.95 |
| Vesuvius India Ltd | 3.99 |
| Nippon Life India Asset Management Limited | 6.29 |
| Siemens Energy India Limited | 5.84 |
| United Spirits Limited | 5.52 |
Sector Allocation
| Holding | % |
|---|---|
| Capital Goods | 15.80 |
| Consumables | 14.20 |
| Financials | 11.70 |
| Electric Equipment | 10.40 |
| Automobile & Ancillaries | 8.90 |
| Finance | 5.80 |
| Infrastructure | 5.80 |
| Healthcare | 6.10 |
| IT | 4.50 |
| Materials | 4.00 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 39.65 |
| Mid Cap | 32.08 |
| Small Cap | 25.39 |
| Cash | 2.88 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31 Dec 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
