Anand Rathi

Impress Portfolio

Category: Flexicap · Dominant allocation: Small Cap

Anand Rathi's Impress Portfolio is a Flexicap Portfolio Management Services (PMS) strategy managed by MAYUR SHAH, operational since May 2017. Benchmark: BSE 500 TRI.

AUM

₹852 Cr

Min investment

₹50 L

Inception

May 2017

Fund manager

MAYUR SHAH

About this strategy

Focus on Return Optimization by investing in multicap portfolio of rising enterprises with sound corporate track record and sustainable business model keeping balance between value and growth strategy. The portfolio strategy is to invest in 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

Returns (TWRR)

6M

+11.5%

1Y

-0.2%

5Y

+17.5%

Since inception

+14.4%

Alpha

6M

+15.1%

1Y

+1.7%

5Y

+5.3%

Since inception

BSE 500 TRI

6M

-3.5%

1Y

-2.0%

5Y

+12.2%

Since inception

+13.1%

Positive alpha across both 1Y and 5Y — classified as Consistent Performer

₹1 Crore invested — strategy vs benchmark

Hypothetical growth based on TWRR from inception (May 2017)

₹4 Cr ₹1 Cr
₹3.5 Cr Strategy
₹3.1 Cr BSE 500 TRI
2017 2021 2025 Today

Hypothetical illustration based on published TWRR over 9.2 years. Does not account for variable performance fees, taxes, or entry/exit timing. Past performance is not indicative of future results.

Strategy characteristics

Portfolio concentration

15-20 stocks

How many stocks the manager holds. Fewer stocks means higher conviction per position — each holding has a larger impact on overall returns, amplifying both gains and losses.

1 Yr Turnover Ratio

70%

Percentage of portfolio bought or sold annually. Higher turnover means more active trading and potentially more short-term capital gains tax events in your demat account.

Market cap allocation
Large Cap 16% Mid Cap 28% Small Cap 50%

Fee structure

Fixed fee2.5% p.a.
Performance feeFixed Upto 1% ; Profit Sharing: 0 to 25% ; Hurdle Rate: 8% to 20%
High watermarkYes
Exit load1st Yr 2%, 2nd Yr 1%, Onwards Nil

High watermark means you pay performance fees only on new highs — never twice for the same gains after a drawdown recovery.

Risk metrics — coming soon

Sharpe ratio, Sortino ratio, beta, standard deviation, and maximum drawdown will be available once sufficient NAV history accumulates. Use turnover ratio and portfolio concentration above as practical risk indicators.

What is Anand Rathi Impress Portfolio PMS?
Anand Rathi Impress Portfolio is a Flexicap Portfolio Management Services (PMS) strategy managed by MAYUR SHAH, operational since May 2017. Focus on Return Optimization by investing in multicap portfolio of rising enterprises with sound corporate track record and sustainable business model keeping balance between value and growth strategy...
What are the returns of Anand Rathi Impress Portfolio?
As of the latest monthly update, Anand Rathi Impress Portfolio has delivered -0.2% over 1 year and 17.5% over 5 years (TWRR, net of fixed fees). The 1-year alpha versus benchmark is +1.7%.
What is the minimum investment for Anand Rathi Impress Portfolio?
The minimum investment for Anand Rathi Impress Portfolio Portfolio Management Services is ₹50 L. The fixed fee is 2.5% p.a.. A high watermark applies, meaning performance fees are charged only on new highs.

Other Flexicap Portfolio Management Services

Data compiled from official regulatory disclosures, updated monthly. AND Fintech (ARN-301536, APRN05170) is a registered distributor — not a SEBI-Registered Investment Adviser. This page is for informational and comparison purposes only and does not constitute investment advice or a recommendation. Past performance is not indicative of future results. Please read all scheme related documents carefully before investing.