Portfolio Management Services (PMS)Compare Schemes
Girik Capital - Multi Cap Growth Equity Strategy vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
Girik Capital - Multi Cap Growth Equity Strategy
Quest Investment Managers – Multi
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%
6.28%
6 Months
3.53%
16.32%
1 Year
−0.08%
11.67%
3 Years
14.56%
19.26%
5 Years
12.33%
13.96%
Since Inception
18.88%
16.00%
Fund Age
16 yrs 7 mo
12 yrs
AUM
₹1,574.57 Cr
₹725.3 Cr
Alpha – 1 Year
0.35%
6.95%
Alpha – 3 Years
5.99%
7.18%
Information Ratio – 3 Years
0.72
0.87
Volatility – 1 Year
16.64%
21.97%
Volatility – 3 Years
15.28%
19.77%
Beta – 1 Year
0.97
1.15
Beta – 3 Years
0.94
1.13
Sharpe Ratio – 1 Year
-0.25
0.37
Sharpe Ratio – 3 Years
0.61
0.73
Worst Rolling Year
-0.31%
-10.23%
Value at Worst Rolling Year
₹1.00 Cr
₹0.90 Cr
Deepest Drawdown
−22.42%
−25.02%
Recovery Period
Not yet recovered
525 days
1-Year Rolling Windows Positive
99.36%
93.09%
Median Rolling Year
22.10%
18.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 39% · M 8% · S 47%
L 29% · M 26% · S 42%
Number of Stocks
33
34
Portfolio P/E
40.75
42.87
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%
Coforge Ltd · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
Top Sectors
Financial Services · 29.65%
Healthcare · 15.42%
Consumer Services · 12.38%
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%