- Manager
- Anand Rathi Advisors
- Service
- Discretionary
- Asset class
- Equity
Flexicap Strategy
+1.65%
1-year return
Benchmark S and P BSE 500 TRI −2.33% · to 30 Sep 2026
Anand Rathi Advisors’ Flexicap Strategy returned 1.65% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 TRI. It managed ₹1.35 crore across its clients.
Key numbers
- AUM
- ₹1.35 Cr
- Benchmark
- S and P BSE 500 TRI
- Turnover, past year
- 0.17×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −4.96% | −5.57% | +0.61% |
| 3 months | −2.38% | −3.59% | +1.21% |
| 6 months | +12.38% | +8.07% | +4.31% |
| 1 year | +1.65% | −2.33% | +3.98% |
| 2 years | −1.64% | −3.93% | +2.29% |
| Since inception | +10.92% | +9.59% | +1.33% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Mutual funds100.35%₹1.35 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- ₹0
- Turnover, month
- 0.00×
- Turnover, past year
- 0.17×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Flexicap Strategy returned?
1.65% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.96%; 3 months: −2.38%; 6 months: 12.38%; 1 year: 1.65%; 2 years: −1.64%; Since inception: 10.92%.
How has it done against its benchmark?
Its benchmark, the S and P BSE 500 TRI, returned −2.33% over the year, so the strategy was 3.98 percentage points ahead.
How much does Flexicap Strategy manage?
₹1.35 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Flexicap Strategy?
Anand Rathi Advisors, a SEBI-registered portfolio manager (INP000000282), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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