About Company
Anand Rathi Advisors Limited
Anand Rathi Advisors Ltd. is a portfolio service provider (Discretionary and Non-discretionary PMS) arm of Anand Rathi Group (ARG), which has completed 27 years in Financial Services Industry. ARG has more than 4 lacs clients, 2500 employees and presence at 1000 locations. Offering services such as wealth management, Investment banking, Corporate Finance & Advisory, Brokerage & Distribution of Structured Products, Insurance, Corporate Deposits, Bonds & Loans etc.
Anand Rathi Decennium Opportunities Portfolio
Fund Snapshot
| Type of instruments | Equity & Equity Related Instruments, Fixed Income Instruments, Cash & Cash Equivalent |
| Number of Stocks | 15-20 |
| Investment Horizon | 3-5 Years |
| Fund Managers | Mayur Shah and Vinod Jaya |
| Minimum investment | Rs. 50 lakhs |
Portfolio Strategy
Multicap investing style; the fund manager may adjust the allocation based on market conditions. A minimum market capitalization of 1000 crores is required.
Maximum Single Stocks accounts for 10% of the Decennium Opportunity Fund’s sector allocation. The fund provides chances for budding enterprises at all stages of development. To give you an idea of what we are talking about, here’s a list:
-
- Banking
- Electricity
- Chemicals
- Logistics
- Data
- Defense
- Transport
- Real Estate
Unique Feature
Dual Focus Portfolio Strategy
Investing in firms that are expected to gain from the Industrial Revolution, new-age business, favorable policies, and companies displaying evident signs of a turnaround in their next business upcycle with stronger growth.
Stock Selection Process
- Business Moat/ Competitive Advantage Niche Business Model
- Stable and Improving Margins with Higher ROE and ROCE
- Asset Light Model (most cases) and Working Capital Efficiency
- Strong Corporate Governance Standard
- Scalability of business / Higher growth Expectation /Rising gross Block
- Substantial Upside coming from business segment which is emerging and going to lead next upcycle
Attributes They Look For
- Companies with great pricing power as a result of their market position. Also, firms may increase their margins while also increasing their return on investment (ROI).
- Concentrate on firms with high growth potential and a small number of competitors in a large market.
- Look for companies managed by people who have a proven track record and have seen the firm through many business cycles. At a cost, there is no compromise on management quality.
- Indian manufacturing has benefited from changes in global trade dynamics in various areas. Companies on the cutting edge of the Y2K craze
- Companies with robust, stable cash flows are better able to expand during periods of growth and navigate through adverse macroeconomic times.
- Companies have a low/comfortable debt-to-equity ratio.
Listen to expert conversations and investment insights anytime on Spotify.
Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
Decennium Opportunity Portfolio
Benchmark: BSE 500 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Anand Rathi Advisors Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹154.38 | 7.11 | 27.77 | 9.51 | -0.13 | -3.07 | 12.10 | 15.44 | NA | 10.40 |
| Benchmark | NA | 1.73 | 12.10 | -3.53 | -1.96 | 1.52 | 12.53 | 15.29 | NA | 9.93 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Mr. Mayur Shah
With over 20 years of experience, Mr. Shah has been with the Anand Rathi Group since 2007. He oversees the firm's major PMS strategies, including the MNC Portfolio, Decennium Opportunity Portfolio, and Impress Portfolio. His expertise spans investment advisory, product development, and portfolio management. He holds an MBA in Finance and is a Certified Financial Planner (CFP).
Get In Touch With
Our Investment Experts
Our experts will understand your goals, map the right strategy across AIFs, PMS, Mutual Funds and Wealth Solutions, and guide you through every step.