Expert-managed portfolios tailored to your financial goals.
Build a concentrated portfolio of 15–20 high-quality MNC stocks, with around 50% allocation to large caps. The portfolio remains sectorally diversified and leverages the inherent strengths of MNCs—proven business models, robust balance sheets,
Mayur Shah is Head PMS – Fund Manager at Anand Rathi Securities with 19 years of experience in portfolio managemen... Mayur Shah is Head PMS – Fund Manager at Anand Rathi Securities with 19 years of experience in portfolio management and equity advisory. He has launched and managed multiple flagship PMS strategies, backed by strong expertise in equity research and wealth management Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 2.95% | 0.45% | 2.5% |
| 3 Months | -3.35% | -3.13% | -0.22% |
| 6 Months | -4.72% | 3.24% | -7.96% |
| 1 Year | 10.52% | 17.3% | -6.78% |
| 2 Year | 3.46% | 8.09% | -4.63% |
| 3 Year | 10.69% | 17.66% | -6.97% |
| 5 Year | 11.31% | 14.78% | -3.47% |
| Since Inception | 10.67% | 13.95% | -3.28% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.24% | 2.95% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | 0% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -3.24% | 2.5% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -6.72% | -7.59% | 5.43% | 0.7% | 7.58% | 6.27% | -3.35% | -1.26% | 0.37% | 0.75% | -2.64% | -2.98% |
| Benchmark | -3.43% | -7.74% | 7.32% | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -0.24% |
| Alpha | -3.29% | 0.15% | -1.89% | -2.48% | 4.04% | 2.59% | -0.64% | 0.49% | -0.87% | -3.52% | -3.6% | -2.74% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 3.44% | 5.68% | 8.62% | 2.35% | -0.88% | 0.76% | -2.97% | -1.19% | -4.35% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 0% | 4.85% | 1.57% | -2.09% | -1.84% | -1.33% | 3.48% | -1.25% | -2.85% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 127.5 | 128.6 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 165.4 | 151.8 | 158.2 | 155 | 163.7 | 168.2 | 156.4 | 155.8 | 156.8 | 155.7 | 146.1 | 137.2 |
| 2024 | -- | -- | -- | 177.7 | 180.7 | 195.1 | 199.4 | 197.8 | 196.9 | 190.7 | 188.8 | 180.9 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
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