Portfolio Management Services (PMS)Compare Schemes
Girik Capital - Multi Cap Growth Equity Strategy vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Girik Capital - Multi Cap Growth Equity Strategy
Motilal Oswal - Ethical
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.15%
1.53%
6 Months
3.53%
18.13%
1 Year
−0.08%
13.15%
3 Years
14.56%
14.12%
5 Years
12.33%
11.96%
Since Inception
18.88%
13.25%
Fund Age
16 yrs 7 mo
5 yrs 1 mo
AUM
₹1,574.57 Cr
₹77.09 Cr
Alpha – 1 Year
0.35%
10.17%
Alpha – 3 Years
5.99%
2.24%
Information Ratio – 3 Years
0.72
0.36
Volatility – 1 Year
16.64%
23.76%
Volatility – 3 Years
15.28%
19.81%
Beta – 1 Year
0.97
1.23
Beta – 3 Years
0.94
1.14
Sharpe Ratio – 1 Year
-0.25
0.40
Sharpe Ratio – 3 Years
0.61
0.50
Worst Rolling Year
-0.31%
8.04%
Value at Worst Rolling Year
₹1.00 Cr
₹1.08 Cr
Deepest Drawdown
−22.42%
−27.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.36%
100.00%
Median Rolling Year
22.10%
16.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 39% · M 8% · S 47%
L 28% · M 28% · S 44%
Number of Stocks
33
20
Portfolio P/E
40.75
52.66
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%
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
Financial Services · 29.65%
Healthcare · 15.42%
Consumer Services · 12.38%
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%