Investment Philosophy
Anand Rathi Advisors follows a disciplined, research-backed investment philosophy centered on consistency, risk management, and long-term wealth creation:
- Research-Driven Investment Process
Strong reliance on fundamental analysis, sector research, and macroeconomic insights. - Focus on Risk-Adjusted Returns
Aims to balance return generation with capital preservation across market cycles. - Blend of Top-Down & Bottom-Up
Combines macro trends with company-level research for informed investment decisions. - Diversified Portfolio Construction
Allocation across sectors, market caps, and asset classes to reduce concentration risk. - Quality & Governance Focus
Preference for companies with strong management, transparent governance, and sustainable business models. - Active Portfolio Management
Continuous monitoring and timely rebalancing based on market dynamics. - Structured Risk Management
Emphasis on downside protection through disciplined exit strategies and portfolio oversight. - Long-Term Investment Horizon
Focus on compounding wealth through a patient, long-term approach.
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Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
MNC Portfolio - NRI
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 | ₹12.55 | 3.07 | 20.81 | 7.14 | -1.13 | -2.40 | 9.60 | 11.42 | 9.65 | 12.96 |
| Benchmark | NA | 1.73 | 12.10 | -3.53 | -1.96 | 1.52 | 12.53 | 15.29 | 12.21 | 15.16 |
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).
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