Curating a reasonably concentrated portfolio of ‘high conviction’ stocks in large-cap, mid-cap, and small companies and nurturing the investment over 3 to 5 years.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| KRIIS Multi Cap Advantage PMS | 3.40% | 20.10% | 31.10% | 48.10% | 32.00% | 20.13% | 29.66% | 26.57% | |
| Nifty 500 | 0.96% | 12.88% | 18.75% | 41.14% | 25.34% | 18.91% | 22.88% | 5.87% |
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|---|
| FMCG/Retail/Foods | 43.00 |
| Financials | 17.40 |
| Chemicals | 9.80 |
| Real estate | 7.00 |
| Healthcare | 2.90 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 35.00 |
| Mid Cap | 25.00 |
| Small Cap | 40.00 |
| Cash |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31 Aug 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
