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 | -16.61% | -27.90% | -23.72% | -0.55% | 20.57% | 12.99% | 18.55% | - | 18.25% |
| Nifty 500 | -7.74% | -12.24% | -16.14% | -0.41% | 17.84% | 12.65% | 17.93% | 15.23% |
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 28 Feb 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
