Portfolio Management Services (PMS)Compare Schemes
Care PMS - Large & Midcap Strategy vs Girik Capital - Multi Cap Growth Equity Strategy
Add SchemeGrowth of ₹1 Crore
Care PMS - Large & Midcap Strategy
Girik Capital - Multi Cap Growth Equity Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.86%
1.15%
6 Months
0.50%
3.53%
1 Year
6.34%
−0.08%
3 Years
19.74%
14.56%
5 Years
16.62%
12.33%
Since Inception
20.10%
18.88%
Fund Age
6 yrs 1 mo
16 yrs 7 mo
AUM
₹56.91 Cr
₹1,574.57 Cr
Alpha – 1 Year
1.64%
0.35%
Alpha – 3 Years
7.64%
5.99%
Information Ratio – 3 Years
0.90
0.72
Volatility – 1 Year
16.52%
16.64%
Volatility – 3 Years
17.18%
15.28%
Beta – 1 Year
0.89
0.97
Beta – 3 Years
1.04
0.94
Sharpe Ratio – 1 Year
0.14
-0.25
Sharpe Ratio – 3 Years
0.84
0.61
Worst Rolling Year
18.93%
-0.31%
Value at Worst Rolling Year
₹1.19 Cr
₹1.00 Cr
Deepest Drawdown
−18.72%
−22.42%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.36%
Median Rolling Year
25.30%
22.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 59% · M 40%
L 39% · M 8% · S 47%
Number of Stocks
20
33
Portfolio P/E
27.00
40.75
Top 5 Holdings
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
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
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Financial Services · 29.65%
Healthcare · 15.42%
Consumer Services · 12.38%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%