Anand Rathi Advisors

Anand Rathi Advisors Impress PMS


Key Portfolio Attributes

Inception Date: 31 May 2017

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 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
Portfolio6.5%9.3%6.8%5.7%33.0%30.1%10.7%-11.3%
Nifty 5004.5%8.5%7.1%5.3%27.9%19.5%12.0%-12.3%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
Radico Khaitan Ltd. 7.38
Solar Industries India Ltd. 6.51
Carborundum Universal Ltd. 6.03
Krishna Institute of Medical Sciences Ltd 6.02
K.P.R. Mill Ltd. 5.85
Aarti Industries Ltd. 5.38
Top 6 Equity Holdings 37.17

Sector Allocation


Holding %
Metal Product 6.61
FMCG 7.45
Auto & Ancillary 7.62
Information Technology 8.53
Industrials 9.99
Chemicals 15.97

Market Cap Allocation


Allocations %
Large Cap 24.5
Mid Cap 39.8
Small Cap 34.9
Cash 0.8


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Disclaimer

#Returns as of 31 Aug 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.

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




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