Portfolio Management Services (PMS)Compare Schemes
Girik Capital - Multi Cap Growth Equity Strategy vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Girik Capital - Multi Cap Growth Equity Strategy
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.15%
0.36%
6 Months
3.53%
5.01%
1 Year
−0.08%
−5.33%
3 Years
14.56%
1.25%
5 Years
12.33%
−1.56%
Since Inception
18.88%
10.94%
Fund Age
16 yrs 7 mo
6 yrs 11 mo
AUM
₹1,574.57 Cr
₹122.91 Cr
Alpha – 1 Year
0.35%
−8.31%
Alpha – 3 Years
5.99%
−10.64%
Information Ratio – 3 Years
0.72
-0.98
Volatility – 1 Year
16.64%
16.35%
Volatility – 3 Years
15.28%
16.88%
Beta – 1 Year
0.97
0.87
Beta – 3 Years
0.94
0.86
Sharpe Ratio – 1 Year
-0.25
-0.59
Sharpe Ratio – 3 Years
0.61
-0.17
Worst Rolling Year
-0.31%
-5.79%
Value at Worst Rolling Year
₹1.00 Cr
₹0.94 Cr
Deepest Drawdown
−22.42%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.36%
54.01%
Median Rolling Year
22.10%
1.42%
5-Year Rolling Windows Positive
100.00%
83.33%
Market-Cap Mix
L 39% · M 8% · S 47%
M 4% · S 79%
Number of Stocks
33
—
Portfolio P/E
40.75
—
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%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Financial Services · 29.65%
Healthcare · 15.42%
Consumer Services · 12.38%
—
Fixed Fee
1.00% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%