Affluense AI AFFLUENSE

Decennium Opportunity

Anand Rathi Advisors Ltd
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
12 November 2021
Min. Investment
₹50,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

Our investment strategy focuses on identifying companies poised to capitalize on several key growth drivers. These include enterprises at the forefront of emerging industrial advancements, businesses representing new-age economic models, and those benefiting from supportive government initiatives. Additionally, we target companies demonstrating clear signs of operational recovery and projecting accelerated growth during their next business expansion phase.

Investment Objective

This investment strategy focuses on optimizing returns through a diversified multicap portfolio. The selection process prioritizes companies exhibiting strong corporate governance, demonstrating robust emerging business segments, or those positioned to benefit from an impending business cycle upswing.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -3.12% -0.24% -2.88%
3 MONTHS -3.68% 5.02% -8.70%
6 MONTHS -8.79% 1.63% -10.42%
1 YEAR -16.11% 7.63% -23.74%
2 YEAR 1.64% 11.65% -10.01%
3 YEAR 12.00% 16.41% -4.41%
SINCE INCEPTION 9.26% 11.86% -2.60%

Calendar Year Performance

Year Return
CY 2025 -16.11%
CY 2024 23.13%
CY 2023 35.99%
CY 2022 3.92%
CY 2021 -1.18%

Financial Year Performance

Year Return
FY 26_YTD 2.74%
FY 25 -2.11%
FY 24 50.59%
FY 23 -6.40%
FY 22 1.81%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Mayur Shah

Assistant Vice President

Mr. Mayur Shah brings over two decades of comprehensive experience in investment advisory, product innovation, and portfolio stewardship. As the current Fund Manager for Portfolio Management Services (PMS) at Anand Rathi, he has been a key contributor to the firm since 2007. His specialization encompasses both the PMS division and the Private Client Group's Equity Advisory arm. Mr. Shah's academic credentials include an MBA in Finance, complemented by a Certified Financial Planner (CFP) designation, underscoring his robust grounding in financial planning and investment management principles. He commenced his professional journey in 2005 at Kotak Securities Ltd., initially as an Investment Advisor. His responsibilities rapidly evolved to include the development and oversight of equity products, establishing a strong foundation for his subsequent portfolio and fund management responsibilities. Mr. Shah is distinguished by his strategic insights and a client-focused methodology in investment management, earning him recognition as a dependable advisor to a broad spectrum of clients.

Portfolio Details

Portfolio Composition

Large Cap
13.40%
Mid Cap
21.75%
Small Cap
57.61%
Cash & Equivalent
1.22%

Top 5 Holdings

  • Bharat Electronics Ltd. 7.72%
  • Craftsman Automation Limited 7.31%
  • Interarch Building Solutions Limited 7.18%
  • Coromandel International Limited 6.41%
  • Ethos Limited 6.32%

Top 5 Sectors

  • Capital Goods 27.60%
  • Construction 12.22%
  • Consumer Durables 11.47%
  • Healthcare 10.08%
  • Automobile and Auto Components 7.31%

Portfolio Characteristics

total number of stocks
18
top 5 stocks percent
34.94%
top 5 sectors percent
68.68%
average market cap
67884
portfolio age
4 Yrs, 1 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: No Option

Hurdle: No Option

Profit Sharing: No Option

Exit Load

Year 1: 2%

Year 2: 1%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)