- Manager
- Anand Rathi Advisors
- Service
- Discretionary
- Asset class
- Equity
Impress Portfolio - NRI
+11.31%
1-year return
Benchmark S and P BSE 500 TRI −2.33% · to 30 Sep 2026
Anand Rathi Advisors’ Impress Portfolio - NRI returned 11.31% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 TRI. It managed ₹72.53 crore across its clients.
Key numbers
- AUM
- ₹72.53 Cr
- Benchmark
- S and P BSE 500 TRI
- Turnover, past year
- 0.62×
- 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 | −5.33% | −5.57% | +0.24% |
| 3 months | +0.97% | −3.59% | +4.56% |
| 6 months | +32.12% | +8.07% | +24.05% |
| 1 year | +11.31% | −2.33% | +13.64% |
| 2 years | +4.65% | −3.93% | +8.58% |
| 3 years | +17.76% | +9.20% | +8.56% |
| 4 years | +17.85% | +11.22% | +6.63% |
| 5 years | +14.83% | +8.91% | +5.92% |
| Since inception | +15.20% | +11.83% | +3.37% |
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 equity93.77%₹68.02 Cr
- Cash and other6.23%₹4.52 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.54 Cr
- Outflow, Sep 2026
- ₹0.05 Cr
- Net, Sep 2026
- ₹0.50 Cr
- Net, FY to date
- −₹2.72 Cr
- Turnover, month
- 0.03×
- Turnover, past year
- 0.62×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Impress Portfolio - NRI returned?
11.31% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.33%; 3 months: 0.97%; 6 months: 32.12%; 1 year: 11.31%; 2 years: 4.65%; 3 years: 17.76%; 4 years: 17.85%; 5 years: 14.83%; Since inception: 15.20%.
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 13.64 percentage points ahead.
How much does Impress Portfolio - NRI manage?
₹72.53 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 - NRI?
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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