Portfolio Management Services (PMS)Compare Schemes
Girik Capital - Multi Cap Growth Equity Strategy vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Girik Capital - Multi Cap Growth Equity Strategy
ORO - All Weather Portfolio
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%
−0.19%
6 Months
3.53%
−0.42%
1 Year
−0.08%
−4.58%
3 Years
14.56%
16.32%
5 Years
12.33%
13.17%
Since Inception
18.88%
13.94%
Fund Age
16 yrs 7 mo
6 yrs 6 mo
AUM
₹1,574.57 Cr
₹13.16 Cr
Alpha – 1 Year
0.35%
−7.56%
Alpha – 3 Years
5.99%
4.42%
Information Ratio – 3 Years
0.72
0.49
Volatility – 1 Year
16.64%
16.90%
Volatility – 3 Years
15.28%
17.54%
Beta – 1 Year
0.97
0.86
Beta – 3 Years
0.94
0.99
Sharpe Ratio – 1 Year
-0.25
-0.52
Sharpe Ratio – 3 Years
0.61
0.69
Worst Rolling Year
-0.31%
3.91%
Value at Worst Rolling Year
₹1.00 Cr
₹1.04 Cr
Deepest Drawdown
−22.42%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.36%
100.00%
Median Rolling Year
22.10%
21.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 39% · M 8% · S 47%
L 66% · M 23%
Number of Stocks
33
20
Portfolio P/E
40.75
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
Financial Services · 29.65%
Healthcare · 15.42%
Consumer Services · 12.38%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%