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 | 8.70% | -18.81% | -17.53% | 9.73% | 26.13% | 14.68% | 28.25% | - | 19.68% |
| Nifty 500 | 7.32% | -4.39% | -11.84% | 5.96% | 21.85% | 13.74% | 26.31% | 16.38% |
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 35.00 |
| Mid Cap | 25.00 |
| Small Cap | 40.00 |
| Cash | 0.00 |
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 31 Mar 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
