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Total assets under management, month by month — the sum across this house's strategies.
| Strategy | Category | AUM (₹ Cr) | 12M | 36M | vs BM | |
|---|---|---|---|---|---|---|
| KRIIS MULTICAP FUND STRATEGY 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 | Equity | 421 | +40.6 | +29.3 | +35.9 | View details → |
| KRIIS HIGH GROWTH STRATEGY The Portfolio Managerâ??s investment philosophy and strategy involves the use of rigorous fundamental analysis to identity mid & small cap
companies with attractive valuations, robust business models and competitive advantages within their respective industries, to build and
monitor the clientsâ?? 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. Our primary objective is to generate sustainable long term returns for our investors by investing in mid & small cap companies with strong
growth potential and solid fundamentals. We believe in the power of compounding and prioritize investments that can deliver significant
value over time | Equity | 152 | +51.2 | 0.0 | +46.5 | View details → |
| KRIIS COMPOUNDERS PORTFOLIO STRATEGY Our core philosophy is to first take care of downside risk as we believe that upsides can take care of themselves. So our framework revolves
around capital protection in the long term followed by eventual capital appreciation.
The investment objective is to provide long term capital appreciation and generate returns by investing in a portfolio of quality companies
with strong corporate governance and long term growth potential. The objective is also to create consistent alpha over benchmark indices
for long term wealth creation for shareholders | Equity | 0 | 0.0 | +25.0 | +2.0 | View details → |
| KRIIS METAVERSE EQUITY FUND STRATEGY The Metaverse Portfolio will be guided by two primary investing principles - maximizing returns while commensurately minimizing the risk.
Our investment strategy is market cap agnostic.
Our investment philosophy and strategy involves the use of intensive fundamental analysis, both quantitative and qualitative, to build and
monitor our clientsâ?? 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 shall be to manage and administer the Assets of the Client aiming to generate returns on the Clientâ??s investment
in line with the provisions of the Agreement and Investment Objectives, while at the same time endeavoring to reduce the risk of capital
loss. | Equity | 0 | 0.0 | 0.0 | 0.0 | View details → |