- Manager
- Anand Rathi Advisors
- Service
- Discretionary
- Asset class
- Equity
Impress Portfolio
+11.64%
1-year return
Benchmark S and P BSE 500 TRI −2.33% · to 30 Sep 2026
Anand Rathi Advisors’ Impress Portfolio returned 11.64% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 TRI. It managed ₹952 crore across its clients.
Key numbers
- AUM
- ₹952 Cr
- Benchmark
- S and P BSE 500 TRI
- Turnover, past year
- 0.82×
- 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 | −5.24% | −5.57% | +0.33% |
| 3 months | +1.35% | −3.59% | +4.94% |
| 6 months | +31.73% | +8.07% | +23.66% |
| 1 year | +11.64% | −2.33% | +13.97% |
| 2 years | +4.02% | −3.93% | +7.95% |
| 3 years | +18.20% | +9.20% | +9.00% |
| 4 years | +17.98% | +11.22% | +6.76% |
| 5 years | +15.01% | +8.91% | +6.10% |
| Since inception | +14.11% | +12.27% | +1.84% |
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
- Listed equity93.48%₹890 Cr
- Cash and other6.34%₹60.36 Cr
- Mutual funds0.17%₹1.66 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹41.04 Cr
- Outflow, Sep 2026
- ₹7.64 Cr
- Net, Sep 2026
- ₹33.40 Cr
- Net, FY to date
- ₹108 Cr
- Turnover, month
- 0.04×
- Turnover, past year
- 0.82×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Impress Portfolio returned?
11.64% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.24%; 3 months: 1.35%; 6 months: 31.73%; 1 year: 11.64%; 2 years: 4.02%; 3 years: 18.20%; 4 years: 17.98%; 5 years: 15.01%; Since inception: 14.11%.
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 13.97 percentage points ahead.
How much does Impress Portfolio manage?
₹952 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 Impress Portfolio?
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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