Portfolio Management Services (PMS)Compare Schemes
Capgrow - Growth vs Girik Capital - Multi Cap Growth Equity Strategy
Add SchemeGrowth of ₹1 Crore
Capgrow - Growth
Girik Capital - Multi Cap Growth Equity Strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.35%
1.15%
6 Months
3.75%
3.53%
1 Year
−5.76%
−0.08%
3 Years
3.98%
14.56%
5 Years
6.05%
12.33%
Since Inception
9.94%
18.88%
Fund Age
7 yrs 9 mo
16 yrs 7 mo
AUM
₹45.09 Cr
₹1,574.57 Cr
Alpha – 1 Year
−8.74%
0.35%
Alpha – 3 Years
−7.91%
5.99%
Information Ratio – 3 Years
-1.11
0.72
Volatility – 1 Year
21.69%
16.64%
Volatility – 3 Years
18.00%
15.28%
Beta – 1 Year
1.21
0.97
Beta – 3 Years
1.08
0.94
Sharpe Ratio – 1 Year
-0.42
-0.25
Sharpe Ratio – 3 Years
0.01
0.61
Worst Rolling Year
3.08%
-0.31%
Value at Worst Rolling Year
₹1.03 Cr
₹1.00 Cr
Deepest Drawdown
−29.01%
−22.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.36%
Median Rolling Year
12.65%
22.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 35% · M 13% · S 51%
L 39% · M 8% · S 47%
Number of Stocks
43
33
Portfolio P/E
—
40.75
Top 5 Holdings
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
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 · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
Financial Services · 29.65%
Healthcare · 15.42%
Consumer Services · 12.38%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%