Portfolio Management Services (PMS)Compare Schemes
Girik Capital - Multi Cap Growth Equity Strategy vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Girik Capital - Multi Cap Growth Equity Strategy
Right Horizons - Alphabots India 100
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%
4.29%
6 Months
3.53%
2.17%
1 Year
−0.08%
7.07%
3 Years
14.56%
15.12%
5 Years
12.33%
—
Since Inception
18.88%
19.80%
Fund Age
16 yrs 7 mo
7 yrs 3 mo
AUM
₹1,574.57 Cr
₹7.19 Cr
Alpha – 1 Year
0.35%
7.50%
Alpha – 3 Years
5.99%
6.56%
Information Ratio – 3 Years
0.72
1.22
Volatility – 1 Year
16.64%
19.38%
Volatility – 3 Years
15.28%
16.31%
Beta – 1 Year
0.97
1.18
Beta – 3 Years
0.94
1.13
Sharpe Ratio – 1 Year
-0.25
0.17
Sharpe Ratio – 3 Years
0.61
0.62
Worst Rolling Year
-0.31%
14.31%
Value at Worst Rolling Year
₹1.00 Cr
₹1.14 Cr
Deepest Drawdown
−22.42%
−17.66%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
99.36%
100.00%
Median Rolling Year
22.10%
16.29%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 39% · M 8% · S 47%
L 73% · M 25%
Number of Stocks
33
100
Portfolio P/E
40.75
27.01
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 · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
Financial Services · 29.65%
Healthcare · 15.42%
Consumer Services · 12.38%
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
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% / –