Portfolio Management Services (PMS)Compare Schemes
Girik Capital - Multi Cap Growth Equity Strategy vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Girik Capital - Multi Cap Growth Equity Strategy
Motilal Oswal-Founders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.15%
0.25%
6 Months
3.53%
15.19%
1 Year
−0.08%
3.21%
3 Years
14.56%
19.65%
5 Years
12.33%
—
Since Inception
18.88%
25.09%
Fund Age
16 yrs 7 mo
3 yrs 5 mo
AUM
₹1,574.57 Cr
₹4,148.34 Cr
Alpha – 1 Year
0.35%
0.23%
Alpha – 3 Years
5.99%
7.77%
Information Ratio – 3 Years
0.72
0.62
Volatility – 1 Year
16.64%
21.54%
Volatility – 3 Years
15.28%
22.15%
Beta – 1 Year
0.97
1.06
Beta – 3 Years
0.94
1.15
Sharpe Ratio – 1 Year
-0.25
-0.01
Sharpe Ratio – 3 Years
0.61
0.68
Worst Rolling Year
-0.31%
19.49%
Value at Worst Rolling Year
₹1.00 Cr
₹1.19 Cr
Deepest Drawdown
−22.42%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.36%
100.00%
Median Rolling Year
22.10%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 39% · M 8% · S 47%
L 26% · M 35% · S 37%
Number of Stocks
33
26
Portfolio P/E
40.75
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Financial Services · 29.65%
Healthcare · 15.42%
Consumer Services · 12.38%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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%