Anand Rathi
Impress Portfolio
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
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.
6M
+11.5%
1Y
-0.2%
5Y
+17.5%
Since inception
+14.4%
6M
+15.1%
1Y
+1.7%
5Y
+5.3%
Since inception
—
6M
-3.5%
1Y
-2.0%
5Y
+12.2%
Since inception
+13.1%
Positive alpha across both 1Y and 5Y — classified as Consistent Performer
Hypothetical growth based on TWRR from inception (May 2017)
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.
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.
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.
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.