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Rational Equity Trust – Portfolio Management Services (PMS)

Rational Equity is a SEBI registered AIF [IN/AIF3/22-23/1207] based out of Mumbai, India. Founded by Krishnamurthy Narayanan Iyer and Vivek Iyer, the fund manages INR 49crore of AUM. The investment team consists of highly experienced managers with extensive experience in equity analysis, finance and consumer markets. Rational Equity is a fresh, new boutique investment firm aiming to provide high returns to our investors with highly favourable terms for our investors. They have high skin in the game in our flagship fund - more than 50% of the total contribution will be from the investment manager. They are a fundamental long only equity strategy fund with a sector agnostic & flexicap approach.

Strategies

2

Investment Strategies & Performance

Alternative Investment Funds (AIF)

Rational Equity Trust Alternative Investment Funds (AIF) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception

Rational Equity Flagship Fund I

Multi Cap & Flexi Cap 2.40% — — Mar 2023

Rational Equity Scheme - 2

Flexi Cap — — — Apr 2025

AIF investments carry market risks. Please read scheme documents carefully.

Portfolio Managers & Fund Management Team

Mr Krish Iyer

Fund Manager

Krish Iyer is a global executive with over four decades of experience across six countries in retail, banking & finance and consumption sectors. He is currently the Managing Partner of Rational Equity Partners LLP  & also an Independent Director on the Board of Proctor & Gamble Health & Hygiene Limited. Prior to this, Krish worked as President & CEO of Walmart India for nearly 7 years where he played a pivotal role in the growth of Walmart's presence in India & its investment in Flipkart. Previously , he also worked for A S Watson & Co., Piramal Enterprises, ANZ Grindlays Bank subsidiary and Asian Paints in various leadership positions. Krish is a member of the Institute of Chartered Accountants of India and Institute of Company Secretaries of India. He has deep knowledge of finance and regulatory landscape of India, having been a keen investor for the last 25 years.

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Regulatory Information

SEBI Registration: IN/AIF3/22-23/1207

Disclaimer

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)