Portfolio Management Services (PMS)Compare Schemes
Girik Capital - Multi Cap Growth Equity Strategy vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Girik Capital - Multi Cap Growth Equity Strategy
Renaissance - Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.15%
−0.04%
6 Months
3.53%
0.28%
1 Year
−0.08%
2.14%
3 Years
14.56%
10.02%
5 Years
12.33%
13.15%
Since Inception
18.88%
11.46%
Fund Age
16 yrs 7 mo
8 yrs 7 mo
AUM
₹1,574.57 Cr
₹585.94 Cr
Alpha – 1 Year
0.35%
2.49%
Alpha – 3 Years
5.99%
1.02%
Information Ratio – 3 Years
0.72
0.18
Volatility – 1 Year
16.64%
16.38%
Volatility – 3 Years
15.28%
14.42%
Beta – 1 Year
0.97
1.00
Beta – 3 Years
0.94
0.96
Sharpe Ratio – 1 Year
-0.25
-0.13
Sharpe Ratio – 3 Years
0.61
0.38
Worst Rolling Year
-0.31%
3.37%
Value at Worst Rolling Year
₹1.00 Cr
₹1.03 Cr
Deepest Drawdown
−22.42%
−17.04%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.36%
100.00%
Median Rolling Year
22.10%
18.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 39% · M 8% · S 47%
L 65% · M 26% · S 8%
Number of Stocks
33
31
Portfolio P/E
40.75
22.71
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%
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
Financial Services · 29.65%
Healthcare · 15.42%
Consumer Services · 12.38%
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 1% / 0%