Anand Rathi Advisors

Anand Rathi Advisors Portfolio Plus PMS

Key Portfolio Attributes

Inception Date: 18 Oct 2011

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

The key objective is to deliver consistent return over the long term, from a portfolio of companies selected on basis of well defined objectives and good corporate track record.

Investment Strategy

Companies are selected on the basis of well defined objectives & good corporate track record.

Investment Philosophy

Concentrated portfolio of 15 – 20 stocks with 50%+ into large cap. Sectorally well diversified portfolio. Focus more on consistency of earnings by the company, asset light models and domestic play, strong businesses with higher ROE and better earnings visibility.

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 Decennium Opportunity5.90%6.25%20.31%51.20%21.75%---18.46%
BSE 500 TRI3.40%6.05%25.01%38.60%20.20%---14.40%

Portfolio Holdings

Holding %
Bharat Electronics Ltd 10.45
Global Health Limited 10.31
Poonawalla Fincorp Ltd 7.87
Venus Pipes and Tubes Limited 7.67
Ethos Limited 6.97
KEC International Limited 6.64

Sector Allocation

Holding %
Capital Goods 28.59
Automobile & Ancillaries 14.62
Healthcare 12.10
Infrastructure 10.52
Retailing 10.47
Chemicals 6.75

Market Cap Allocation

Allocations %
Large Cap 13.00
Mid Cap 22.00
Small Cap 60.00
Cash 6.00

Do Not Simply Invest, Make Informed Decisions


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#Returns as of 30 Apr 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.

Do Not Simply Invest, Make Informed Decisions

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