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Impress Portfolio - NRI

Impress Portfolio - NRI is a Equity Portfolio Management Service launched by Anand Rathi Advisors Limited on July 2017. Managed by MAYUR P SHAH, the fund holds ₹73 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a AMC Charge: 2.50%% fixed fee and AMC: Upto 1% Hurdle Rate: 8% to 20% Profit Sharing: 0 to 25%% performance fee. Trailing returns: -0.03% (1Y), 18.93% CAGR (3Y), 15.54% since inception. Performance data as of July 2026.

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Impress Portfolio - NRI

Anand Rathi Advisors Limited

72.66 CR AUM

Impress Portfolio - NRI

Impress Portfolio - NRI

Anand Rathi Advisors Limited

72.66 CR AUM

BSE 500 TRI
Benchmark
8yr 11mo
Age
EQUITY
Strategy
AMC Charge: 2.50%
Fixed Fees
AMC: Upto 1% Hurdle Rate: 8% to 20% Profit Sharing: 0 to 25%
Variable Fees
1st Year: 2% 2nd Year: 1% After 2 Years: Nil
Exit Load
BSE 500 TRI
Benchmark
8yr 11mo
Age
EQUITY
Strategy
AMC Charge: 2.50%
Fixed Fees
AMC: Upto 1% Hurdle Rate: 8% to 20% Profit Sharing: 0 to 25%
Variable Fees
1st Year: 2% 2nd Year: 1% After 2 Years: Nil
Exit Load
Fund manager

mayur p shah

Fund Manager
EQUITYStrategies

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.

What is this fund's investment objective?

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.

How has Impress Portfolio - NRI performed?

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1M IA return
4.73%
1M benchmark return
1.73%
Alpha
3.00%
1M Wealth multiple
1.05x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
4.73%
1M benchmark return
1.73%
Alpha
3.00%
1M Wealth multiple
1.05x

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