Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Girik Capital - Multi Cap Growth Equity Strategy
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Girik Capital - Multi Cap Growth Equity Strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
1.15%
6 Months
10.76%
3.53%
1 Year
8.14%
−0.08%
3 Years
7.76%
14.56%
5 Years
10.03%
12.33%
Since Inception
11.69%
18.88%
Fund Age
6 yrs 8 mo
16 yrs 7 mo
AUM
₹87.23 Cr
₹1,574.57 Cr
Alpha – 1 Year
8.57%
0.35%
Alpha – 3 Years
−0.81%
5.99%
Information Ratio – 3 Years
0.02
0.72
Volatility – 1 Year
23.09%
16.64%
Volatility – 3 Years
18.26%
15.28%
Beta – 1 Year
1.29
0.97
Beta – 3 Years
1.11
0.94
Sharpe Ratio – 1 Year
0.21
-0.25
Sharpe Ratio – 3 Years
0.22
0.61
Worst Rolling Year
6.59%
-0.31%
Value at Worst Rolling Year
₹1.07 Cr
₹1.00 Cr
Deepest Drawdown
−25.42%
−22.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.36%
Median Rolling Year
13.94%
22.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 1% · S 70%
L 39% · M 8% · S 47%
Number of Stocks
41
33
Portfolio P/E
25.23
40.75
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
Bajaj Finance Ltd · 6.08%
Eternal Ltd · 5.50%
Bharat Heavy Electricals Ltd · 4.84%
RBL Bank Ltd · 4.82%
HDFC Asset Management Company Ltd · 4.75%
Top Sectors
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
Financial Services · 29.65%
Healthcare · 15.42%
Consumer Services · 12.38%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%