IA Insight Report
IA Insight REPORT

KRIIS PORTFOLIO PRIVATE LIMITED

Investment Approach Details

₹99.00

(AUM CR)
   

KRIIS PORTFOLIO PRIVATE LIMITED

S&P BSE 500 TRI

Equity

Equity

09/05/2019

5.11 Years

5000000

NA

NA

NA

   

The Portfolio Managerâ??s investment philosophy and strategy involves the use of intensive fundamental analysis, both quantitative and
qualitative, 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.

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 Clientâ??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

Fund Manager Details

RAKESH DIPCHAND DOSHI

 No Image

NA

RAKESH@KRIIS.IN

NA

NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

0.07

1.10