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IDEAA Portfolio

Anand Rathi Advisors Limited

59.41 CR AUM

IDEAA Portfolio

IDEAA Portfolio

Anand Rathi Advisors Limited

59.41 CR AUM

NSE Multi Asset Index 2
Benchmark
1yr 0mo
Age
MULTI_ASSET
Strategy
AMC Charge : 2.5%
Fixed Fees
AMC Fee : 1% Hurdle rate : 8% Profit Sharing fee : 20%
Variable Fees
1st year : 2% 2nd year : 1% 3rd Year onwards : Nil
Exit Load
NSE Multi Asset Index 2
Benchmark
1yr 0mo
Age
MULTI_ASSET
Strategy
AMC Charge : 2.5%
Fixed Fees
AMC Fee : 1% Hurdle rate : 8% Profit Sharing fee : 20%
Variable Fees
1st year : 2% 2nd year : 1% 3rd Year onwards : Nil
Exit Load
Fund manager

mayur p shah

Fund Manager
MULTI_ASSETStrategies

Mayur Shah is a seasoned investment professional with over 20 years of extensive experience in investment advisory, product development, and portfolio management. He currently serves as the Fund Manager for Portfolio Management Services (PMS) at Anand Rathi Wealth Limited, where he has been an integral part of the organization since 2007. His expertise spans both the Portfolio Management division and the Private Client Group Equity Advisory. Mr. Shah holds an MBA in Finance and is also a Certified Financial Planner (CFP), reflecting his strong academic and professional foundation in financial planning and investment management. He began his career in 2005 with Kotak Securities Ltd as an Investment Advisor. His early work involved advising clients and soon expanded to developing and managing equity products—a trajectory that laid the foundation for his later roles in portfolio and fund management. Throughout his career, Mr. Shah has been recognized for his strategic acumen and client-centric approach to managing investments, making him a trusted advisor to a diverse clientele.

Mayur Shah is a seasoned investment professional with over 20 years of extensive experience in investment advisory, product development, and portfolio management. He currently serves as the Fund Manager for Portfolio Management Services (PMS) at Anand Rathi Wealth Limited, where he has been an integral part of the organization since 2007. His expertise spans both the Portfolio Management division and the Private Client Group Equity Advisory. Mr. Shah holds an MBA in Finance and is also a Certified Financial Planner (CFP), reflecting his strong academic and professional foundation in financial planning and investment management. He began his career in 2005 with Kotak Securities Ltd as an Investment Advisor. His early work involved advising clients and soon expanded to developing and managing equity products—a trajectory that laid the foundation for his later roles in portfolio and fund management. Throughout his career, Mr. Shah has been recognized for his strategic acumen and client-centric approach to managing investments, making him a trusted advisor to a diverse clientele.

Purpose

IDEAA Portfolio follows an Ingenious Dynamic ETF Asset Allocation strategy designed to focus on consistency of return with risk moderation by dynamically allocating investments across multiple asset classes through ETFs depending on market conditions. The portfolio invests in ETFs listed on NSE and BSE across equity, debt, commodities and alternatives such as REITS and InVITs while also including global equity ETFs and precious metal ETFs like gold and silver. The strategy follows a techno fundamental approach combining macro level assessment, fundamental evaluation of underlying indices and technical analysis indicators such as RSI, MACD and support resistance levels to identify trends and optimize allocation decisions. Equity ETFs of large cap, mid cap and small cap indices typically form a significant portion of the allocation while sectoral, thematic and global index ETFs are included based on sector outlook and earnings upgrades. Precious metal ETFs such as gold and silver may be allocated depending on medium term outlook while debt ETFs, REITS and InVITs are used to balance portfolio risk and economic cycle changes. The portfolio generally holds about 8 to 15 ETFs with diversification across asset classes and a minimum allocation of about 50 percent to equity ETFs. Sector agnostic. Market cap combination of small cap, mid cap and large cap through equity ETFs.

Investment Approach v/s Benchmark Metrics

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1M IA return
-11.35%
1M benchmark return
-6.20%
Alpha
-5.15%
1M Wealth multiple
0.89x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
-11.35%
1M benchmark return
-6.20%
Alpha
-5.15%
1M Wealth multiple
0.89x

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