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KRIIS MULTICAP FUND STRATEGY

KRIIS PORTFOLIO PRIVATE LIMITED

212.91 CR AUM

KRIIS MULTICAP FUND STRATEGY

KRIIS MULTICAP FUND STRATEGY

KRIIS PORTFOLIO PRIVATE LIMITED

212.91 CR AUM

BSE 500 TRI
Benchmark
6yr 11mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
6yr 11mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

rakesh dipchand doshi

Fund Manager
EQUITYStrategies

CA Rakesh Doshi is a leading advisor in the financial service space. He spearheads various companies engaged in portfolio & wealth management, tax & corporate advisory, and non-banking financial services. He has also diversified into real estate development with his upcoming township development project "Nirvana City".

CA Rakesh Doshi is a leading advisor in the financial service space. He spearheads various companies engaged in portfolio & wealth management, tax & corporate advisory, and non-banking financial services. He has also diversified into real estate development with his upcoming township development project "Nirvana City".

Purpose

The Portfolio Manager's investment philosophy and strategy involves the use of intensive fundamental analysis, both quantitative and qualitative, to build and monitor the clients?' portfolios actively, while at the same time avoiding excessive trading and to control risk by keeping clients portfolio adequately diversified, both in terms of the sectors included in those portfolios, as well as with respect to the level of concentration in any specific security. The investment objective of the Discretionary Portfolio Management shall be to undertake, on behalf of the Client, the management and administration of the Assets of the Client aiming to generate returns on the Client's investment in line with the provisions of this Agreement and Investment Objectives, while at the same time endeavoring to reduce the risk of capital loss

Investment Approach v/s Benchmark Metrics

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Wealth Creation Calculator

1M IA return
-13.99%
1M benchmark return
-11.37%
Alpha
-2.62%
1M Wealth multiple
0.86x

Investment Approach v/s Benchmark Performance

2026
2026
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Wealth Creation Calculator

1M IA return
-13.99%
1M benchmark return
-11.37%
Alpha
-2.62%
1M Wealth multiple
0.86x

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