KRIIS HIGH GROWTH STRATEGY
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- -0.84%
- 3M
- +16.82%
- 6M
- +15.26%
- 9M
- —
- 1Y
- +20.66%
- 2Y
- +32.00%
- 3Y
- —
- 4Y
- —
- 5Y
- —
- Since Inception
- +31.37%
- Strategy AUM
- ₹118 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | −0.84% | −0.17% | −0.67% |
| 3 Months | +16.82% | −2.34% | +19.16% |
| 6 Months | +15.26% | −5.39% | +20.65% |
| 1 Year | +20.66% | −0.07% | +20.73% |
| 2 Years | +32.00% | +4.00% | +28.00% |
| 3 Years | +0.00% | +0.00% | +0.00% |
| 4 Years | +0.00% | +0.00% | +0.00% |
| 5 Years | +0.00% | +0.00% | +0.00% |
| Since Inception | +31.37% | +3.24% | +28.13% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | −0.84% | −0.17% | −0.67% |
| Apr-2026 | +38.89% | +10.38% | +28.51% |
| Mar-2026 | −15.18% | −11.37% | −3.81% |
| Feb-2026 | +5.71% | +0.45% | +5.26% |
| Jan-2026 | −4.28% | −3.34% | −0.94% |
| Dec-2025 | −2.48% | −0.24% | −2.24% |
| Nov-2025 | −7.40% | +0.96% | −8.36% |
| Oct-2025 | +5.34% | +4.27% | +1.07% |
| Sep-2025 | +2.91% | +1.24% | +1.67% |
| Aug-2025 | −6.33% | −1.75% | −4.58% |
| Jul-2025 | +5.42% | −2.71% | +8.13% |
| Jun-2025 | +5.61% | +3.68% | +1.93% |
| May-2025 | +13.86% | +3.54% | +10.32% |
Strategy Details
APMI fact sheet
- Inception
- 27 May 2024
- Age
- 2.0 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.44×
- Turnover (1M)
- 0.03×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
The Portfolio Managerâ??s investment philosophy and strategy involves the use of rigorous fundamental analysis to identity mid & small capcompanies with attractive valuations, robust business models and competitive advantages within their respective industries, to build andmonitor the clientsâ?? portfolios actively, while at the same time avoiding excessive trading and to control risk by keeping clients portfolioadequately diversified, both in terms of the sectors included in those portfolios, as well as with respect to the level of concentration in anyspecific security. Our primary objective is to generate sustainable long term returns for our investors by investing in mid & small cap companies with stronggrowth potential and solid fundamentals. We believe in the power of compounding and prioritize investments that can deliver significantvalue over time
Fund Managers
1 manager
Name
RAKESH DIPCHAND DOSHI
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- Not disclosed
- Variable fees
- Not disclosed
- Exit load
- Not disclosed
APMI does not publish a fee schedule for this strategy — confirm fees with the portfolio manager.
PMS Industry — SEBI
Latest monthly aggregate
- Total PMS AUM
- ₹44.11 Lakh Cr
- Total clients
- 2,23,279
- Discretionary
- ₹37.37 Lakh Cr
- Period
- july-2026
Industry AUM by asset class (top 5)
- Plain Debt Listed₹28.98 Lakh Cr
- Listed Equity₹7.60 Lakh Cr
- Plain Debt Unlisted₹5.00 Lakh Cr
- Mutual Funds₹1.93 Lakh Cr
- Others₹40,423 Cr
About
- Provider
- KRIIS PORTFOLIO PRIVATE LIMITED
- Strategy
- KRIIS HIGH GROWTH STRATEGY
- Benchmark
- BSE 500 TRI
- Source
- APMI
Strategy performance, AUM, fees and fund-manager details are sourced from APMI (Association of Portfolio Managers in India); industry aggregates are from SEBI’s monthly PMS disclosures. Returns beyond one year are annualised; past performance is not indicative of future results, and a PMS strategy carries no capital guarantee. For information only, not investment advice.