Focus on Return Optimisation by investing in multi cap portfolio of rising enterprises with sound corporate track record and sustainable business model keeping balance between value and growth strategy.
Investment Process
Portfolio Strategy
- Multicap aggressive concentrated portfolio of 15 – 20 stocks with 70%+ into mid and small-cap. Sectorally well-diversified portfolio. Focus is more on growth strategy with companies with better margins, return ratio, corporate governance, and 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 Impress PMS | -1.17% | -1.22% | -10.54% | -9.89% | 12.46% | 19.15% | 21.42% | - | 13.79% |
| S&P BSE 500 TRI | -0.24% | 5.02% | 1.63% | 7.63% | 11.64% | 16.40% | 16.82% | - | 14.37% |
Portfolio Holdings
| Holding | % |
|---|---|
| APL Apollo Tubes Limited | 5.55 |
| KPI Green Energy Limited | 5.84 |
| Lumax Auto Technologies Limited | 3.86 |
| Bharat Electronics Ltd | 8.18 |
| PG Electroplast Limited | 5.77 |
| Coforge Limited | 6.32 |
| Titagarh Rail Systems Limited | 5.55 |
| JK Lakshmi Cement Limited | 2.29 |
| K.P.R. Mill Limited | 4.58 |
| KEI Industries Ltd | 6.27 |
| Alivus Life Sciences Limited | 3.81 |
| Radico Khaitan Ltd | 8.02 |
| Cemindia Projects Limited | 9.10 |
| Schneider Electric Infrastructure Limited | 5.59 |
| Varun Beverages Limited | 4.23 |
| LT Foods Limited | 5.19 |
| PNB Housing Finance Limited | 4.55 |
| Poly Medicure Limited | 2.49 |
Sector Allocation
| Holding | % |
|---|---|
| Consumables | 12.25 |
| Power | 12.11 |
| Infrastructure | 9.10 |
| Defence | 8.18 |
| IT | 6.32 |
| Healthcare | 6.30 |
| Consumer Durables | 5.77 |
| Capital Goods | 5.59 |
| Railways | 5.55 |
| Iron & Steel | 5.55 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 17.15 |
| Mid Cap | 22.73 |
| Small Cap | 51.39 |
| Cash | 8.73 |
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.
