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
Portfolio-3.1%2.9%-7.4%23.4%58.3%---39.0%
Nifty 500-4.2%-0.7%-2.7%8.3%36.3%---13.1%



Portfolio Holdings


Holding %

Sector Allocation


Holding %
Real Estate 3.00
Amc 7.00
Auto 7.00
FMCG 7.00
Engineering 9.00
Agriculture 11.00
Insurance 15.00
Consumer 27.00

Market Cap Allocation


Allocations %
Large Cap 44.8
Mid Cap 9.0
Small Cap 44.1
Cash 2.1


Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 31 May 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.




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Do Not Simply Invest, Make Informed Decisions