© 2026 Wisefolio. Legal and disclaimers
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | −1.4% | −5.6% | +4.2% |
| 3 Months | −1.4% | −3.6% | +2.2% |
| 6 Months | +25.4% | +8.1% | +17.3% |
| 1 Year | +3.7% | −2.3% | +6.0% |
|---|
| 2 Years | −5.2% | −3.9% | −1.3% |
|---|
| 3 Years (CAGR) | +6.7% | +9.2% | −2.5% |
|---|
| 4 Years (CAGR) | +9.5% | +11.2% | −1.7% |
|---|
| 5 Years (CAGR) | 0.0% | +8.9% | −8.9% |
|---|
| Since launch | +10.0% | +11.7% | −1.7% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 58-month window · Source: Computed from NAV history
Maximum drawdown: 28.4%
Anand Rathi Advisors’s story and investment philosophy are on the Anand Rathi Advisors firm page.
Anand Rathi
Chairman and Founder, Anand Rathi Group
Pradeep Gupta
Vice Chairman and Co-founder, Anand Rathi Group
Vineet Jain
Chief Business & Digital Officer
Naveen Mathur
Director - Commodity, Currency and GIFT City, IFSC
Tanvi Kanchan
Head - International Business & Strategy
Thomas Stephen
Associate Director and Head, Preferred
Rajesh Jain
Head of Private Client Group
Rakesh Taparia
National Head, Business Partner Vertical
Tarak Shah
Chief Financial Officer
Chetan Prajapati
Company Secretary
Siddharth Sedani
Head of Equity Sales and Product
Piyush Nagda
Head of Distribution
Amar Ranu
Head of Investments & Insights
Gautam Agarwal
Head, Business Development
Roshan Moondra
Head of Operations & RMS
Tulanahina Maity
Head of Human Resources
Snehal Kathrani
Chief Compliance Officer
Jiten Shah
Head of Funding Business
Sanjay Mittal
Regional Director – Uttar Pradesh & Uttarakhand
Shailendra Singhai
Executive Director, West
Rajkumar Jain
Executive Director, North
Susmit Dhar
Executive Director, East and Karnataka
Vivek Vardhan
Regional Director, Coastal South
Priti Pradeep Gupta
BoardNon-Executive Director
Vishal Jugal Kishore Laddha
BoardWhole-Time Director
Suresh Kishinchand Khatanhar
BoardIndependent Director
Suresh Mannalalji Kakani
BoardIndependent Director
Vijay Kumar Agarwal
BoardIndependent Director
Sudha Pravin Navandar
BoardIndependent Director
Roop Bhootra
BoardWhole-Time Director
Registration No
INP000000282
Fund Manager
Mr. Amit Rathi
Principal Officer
Mr. Amit Rathi
Inflow
₹0.00 Cr
Outflow
₹0.06 Cr
Net
₹-0.06 Cr
Not reported — complaint data for this strategy isn't available yet.
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