- Manager
- Anand Rathi Advisors
- Service
- Discretionary
- Asset class
- Equity
The Alpha I Strategy
+1.84%
1-year return
Benchmark S and P BSE 500 TRI −2.33% · to 30 Sep 2026
Anand Rathi Advisors’ The Alpha I Strategy returned 1.84% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 TRI. It managed ₹10 crore across its clients.
Key numbers
- AUM
- ₹10 Cr
- Benchmark
- S and P BSE 500 TRI
- Turnover, past year
- 0.48×
- 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 | −4.86% | −5.57% | +0.71% |
| 3 months | −1.18% | −3.59% | +2.41% |
| 6 months | +14.67% | +8.07% | +6.60% |
| 1 year | +1.84% | −2.33% | +4.17% |
| 2 years | −1.84% | −3.93% | +2.09% |
| 3 years | +11.45% | +9.20% | +2.25% |
| Since inception | +15.89% | +12.87% | +3.02% |
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 funds100.30%₹10.03 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
- 0.48×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has The Alpha I Strategy returned?
1.84% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.86%; 3 months: −1.18%; 6 months: 14.67%; 1 year: 1.84%; 2 years: −1.84%; 3 years: 11.45%; Since inception: 15.89%.
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 4.17 percentage points ahead.
How much does The Alpha I Strategy manage?
₹10 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 The Alpha I 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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