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 | -1.9% | -11.7% | -18.7% | -10.0% | 11.9% | 21.0% | - | - | 25.5% |
| Nifty 500 | -2.8% | -9.0% | -5.3% | 1.5% | 9.2% | 16.3% | 11.2% |
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|---|
| Financials | 24.90 |
| FMCG | 22.00 |
| Chemicals | 10.80 |
| Healthcare | 7.90 |
| IT | 4.00 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 37.5 |
| Mid Cap | 24.0 |
| Small Cap | 38.5 |
| Cash | 4.3 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 28 Feb 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.
