Portfolio Management Services (PMS)Compare Schemes
Girik Capital - Multi Cap Growth Equity Strategy vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Girik Capital - Multi Cap Growth Equity Strategy
Piper Serica Advisors - Leader 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%
3.10%
6 Months
3.53%
24.70%
1 Year
−0.08%
21.80%
3 Years
14.56%
16.46%
5 Years
12.33%
12.29%
Since Inception
18.88%
17.31%
Fund Age
16 yrs 7 mo
7 yrs 2 mo
AUM
₹1,574.57 Cr
₹328.39 Cr
Alpha – 1 Year
0.35%
22.15%
Alpha – 3 Years
5.99%
7.46%
Information Ratio – 3 Years
0.72
1.55
Volatility – 1 Year
16.64%
22.56%
Volatility – 3 Years
15.28%
18.01%
Beta – 1 Year
0.97
1.10
Beta – 3 Years
0.94
0.98
Sharpe Ratio – 1 Year
-0.25
0.85
Sharpe Ratio – 3 Years
0.61
1.07
Worst Rolling Year
-0.31%
7.49%
Value at Worst Rolling Year
₹1.00 Cr
₹1.07 Cr
Deepest Drawdown
−22.42%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
99.36%
100.00%
Median Rolling Year
22.10%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 39% · M 8% · S 47%
—
Number of Stocks
33
16
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
Financial Services · 29.65%
Healthcare · 15.42%
Consumer Services · 12.38%
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 1%