Anand Rathi Advisors

Anand Rathi Advisors MNC PMS

Key Portfolio Attributes

Inception Date: 31 March 2018

Number of Stocks: 15 - 20

Fund Manager Name: Mr. Mayur Shah

Fund Manager Qualification: Qualified MBA (Finance) from Mumbai University and Certified Financial Planner

Fund Manager Experience:

More than 12 years of rich experience in Investment advisory, Product Development and Portfolio Management. Working with Anand Rathi since 2007 across Portfolio Management and Private Client Group Equity Advisory. Started Career with “Kotak Securities Ltd” in 2005 as an Investment Advisor subsequently got into developing Equity products and running the same.

Investment Objective

Focus on consistency of return and risk moderation by investing in Multinational Companies listed in India.

Investment Strategy

Invested into MNCs listed in India.

Investment Philosophy

Concentrated portfolio with 15 – 20 MNC stocks with 50% into large cap . Sectorally well diversified portfolio. Advantage of MNC companies – successful business model, healthy balance sheet, strong corporate governance, higher return ratio and favourable risk adjusted returns.

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 Portfolio-0.49%10.40%8.40%25.99%10.77%18.28%17.16%-13.17%
Nift MNC1.92%17.90%16.20%33.42%16.46%21.87%18.49%-15.90%

QRC Report Card *


Portfolio Holdings

Holding %
Maruti Suzuki India Limited 8.46
Siemens Ltd 7.35
Schaeffler India Limited 6.27
CRISIL Ltd 5.88
3M India Ltd 5.74
Blue Dart Express Ltd 5.21
Top 6 Equity Holdings 38.91

Sector Allocation

Holding %
Capital Goods 17.95
Automobile & Ancillaries 17.33
Healthcare 12.43
FMCG 8.73
Diversified 8.46
IT 7.20

Market Cap Allocation

Allocations %
Large Cap 25.80
Mid Cap 34.10
Small Cap 39.20
Cash 0.80

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#Returns as of 31 Jan 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Sep 22.

Do Not Simply Invest, Make Informed Decisions

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