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Decennium Opportunity Portfolio

Anand Rathi Advisors Limited

155.48 CR AUM

Decennium Opportunity Portfolio

Decennium Opportunity Portfolio

Anand Rathi Advisors Limited

155.48 CR AUM

BSE 500 TRI
Benchmark
4yr 6mo
Age
EQUITY
Strategy
AMC Charge: 2.50%
Fixed Fees
AMC: Upto 1% Hurdle Rate: 8% to 20% Profit Sharing: 0 to 25%
Variable Fees
1st Year: 2% 2nd Year: 1% After 2 Years: NIL
Exit Load
BSE 500 TRI
Benchmark
4yr 6mo
Age
EQUITY
Strategy
AMC Charge: 2.50%
Fixed Fees
AMC: Upto 1% Hurdle Rate: 8% to 20% Profit Sharing: 0 to 25%
Variable Fees
1st Year: 2% 2nd Year: 1% After 2 Years: NIL
Exit Load
Fund manager

mayur p shah

Fund Manager
EQUITYStrategies

Mayur Shah is a seasoned investment professional with over 20 years of extensive experience in investment advisory, product development, and portfolio management. He currently serves as the Fund Manager for Portfolio Management Services (PMS) at Anand Rathi Wealth Limited, where he has been an integral part of the organization since 2007. His expertise spans both the Portfolio Management division and the Private Client Group Equity Advisory. Mr. Shah holds an MBA in Finance and is also a Certified Financial Planner (CFP), reflecting his strong academic and professional foundation in financial planning and investment management. He began his career in 2005 with Kotak Securities Ltd as an Investment Advisor. His early work involved advising clients and soon expanded to developing and managing equity products—a trajectory that laid the foundation for his later roles in portfolio and fund management. Throughout his career, Mr. Shah has been recognized for his strategic acumen and client-centric approach to managing investments, making him a trusted advisor to a diverse clientele.

Mayur Shah is a seasoned investment professional with over 20 years of extensive experience in investment advisory, product development, and portfolio management. He currently serves as the Fund Manager for Portfolio Management Services (PMS) at Anand Rathi Wealth Limited, where he has been an integral part of the organization since 2007. His expertise spans both the Portfolio Management division and the Private Client Group Equity Advisory. Mr. Shah holds an MBA in Finance and is also a Certified Financial Planner (CFP), reflecting his strong academic and professional foundation in financial planning and investment management. He began his career in 2005 with Kotak Securities Ltd as an Investment Advisor. His early work involved advising clients and soon expanded to developing and managing equity products—a trajectory that laid the foundation for his later roles in portfolio and fund management. Throughout his career, Mr. Shah has been recognized for his strategic acumen and client-centric approach to managing investments, making him a trusted advisor to a diverse clientele.

Purpose

Decennium Opportunity Portfolio focuses on return optimization by investing in a multicap portfolio of companies with good corporate governance, strong emerging business or companies entering into next business upcycle. The strategy aims to capture opportunities arising from the ongoing industrial revolution and structural changes in the Indian economy supported by favorable policy environment, manufacturing growth, supply chain participation and government initiatives such as Digital India, Make in India and Atmanirbhar Bharat. The portfolio emphasizes emerging and scalable businesses across areas such as electric vehicle ecosystem, robotics and artificial intelligence industrial automation, clean and green energy, e commerce and digital aggregators, defence and communication technology where long term structural demand and innovation driven growth is visible. Stock selection follows a structured framework focusing on business moat or competitive advantage, stable and improving margins with higher ROE and ROCE, asset light model with working capital efficiency, strong corporate governance standards and scalability of business with higher growth expectation. The strategy constructs a diversified portfolio of about 15 to 20 stocks with maximum sector allocation of about 20 percent and maximum single stock allocation of about 10 percent. Sector agnostic. Market cap combination of small cap, mid cap and large cap.

Investment Approach v/s Benchmark Metrics

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1M IA return
17.15%
1M benchmark return
10.38%
Alpha
6.77%
1M Wealth multiple
1.17x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
17.15%
1M benchmark return
10.38%
Alpha
6.77%
1M Wealth multiple
1.17x

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