KRIIS

KRIIS Multi Cap Advantage PMS


Key Portfolio Attributes

Inception Date: 1 Jun 2019

Number of Stocks: 20

Fund Manager Name: Mr. Rakesh Doshi

Fund Manager Qualification: He has over 25 years of experience as a Chartered Accountant. He holds a B. Com, Chartered Accountant (1996, ICAI) and is also a Wealth Manager (ICAI).

Fund Manager Experience:

With over 20 years of expertise in Indian equities, he brings to the profession discipline, vigor, passion and an ability to identify winners. He has also established his reputation as a devoted philanthropist and proponent of higher education.

Investment Objective

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.

Investment Strategy

• Investing in simple business with competitive moat, high margin of safety, prudent leadership  and most important with clean corporate governance and benefit from long-term compounding in such good businesses over 3 to 5 years or longer.

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 PMS3.00%12.00%30.00%7.80%2.10%26.90%--28.30%
Nifty 500-0.61%7.73%17.34%11.34%9.15%---13.90%

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 31.20
Mid Cap 20.10
Small Cap 45.00
Cash 3.70

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Disclaimer

#Returns as of 31 August 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.


Related Investment(s)

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