Portfolio Management Services (PMS)Compare Schemes
Girik Capital - Multi Cap Growth Equity Strategy vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Girik Capital - Multi Cap Growth Equity Strategy
JM Financial - India Resurgent
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.15%
4.15%
6 Months
3.53%
18.21%
1 Year
−0.08%
19.11%
3 Years
14.56%
23.58%
5 Years
12.33%
18.40%
Since Inception
18.88%
13.93%
Fund Age
16 yrs 7 mo
11 yrs 4 mo
AUM
₹1,574.57 Cr
₹13.37 Cr
Alpha – 1 Year
0.35%
16.13%
Alpha – 3 Years
5.99%
11.69%
Information Ratio – 3 Years
0.72
1.24
Volatility – 1 Year
16.64%
18.18%
Volatility – 3 Years
15.28%
17.99%
Beta – 1 Year
0.97
0.94
Beta – 3 Years
0.94
1.01
Sharpe Ratio – 1 Year
-0.25
0.75
Sharpe Ratio – 3 Years
0.61
0.97
Worst Rolling Year
-0.31%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−22.42%
−20.05%
Recovery Period
Not yet recovered
162 days
1-Year Rolling Windows Positive
99.36%
—
Median Rolling Year
22.10%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 39% · M 8% · S 47%
L 27% · M 15% · S 55%
Number of Stocks
33
32
Portfolio P/E
40.75
41.94
Top 5 Holdings
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%
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
Financial Services · 29.65%
Healthcare · 15.42%
Consumer Services · 12.38%
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 0%