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 | -3.48% | 1.57% | 9.76% | 40.54% | 35.88% | 19.32% | 25.67% | - | 25.15% |
| Nifty 500 | -1.50% | -7.79% | -0.74% | 15.81% | 21.04% | 15.36% | 19.06% | 18.09% |
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 Dec 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
