Portfolio Management Services (PMS)Compare Schemes
Girik Capital - Multi Cap Growth Equity Strategy vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Girik Capital - Multi Cap Growth Equity Strategy
Right Horizons - Super Value Fund
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%
3.00%
6 Months
3.53%
20.83%
1 Year
−0.08%
12.18%
3 Years
14.56%
13.97%
5 Years
12.33%
17.12%
Since Inception
18.88%
15.75%
Fund Age
16 yrs 7 mo
13 yrs 8 mo
AUM
₹1,574.57 Cr
₹205.48 Cr
Alpha – 1 Year
0.35%
9.20%
Alpha – 3 Years
5.99%
2.09%
Information Ratio – 3 Years
0.72
0.40
Volatility – 1 Year
16.64%
27.53%
Volatility – 3 Years
15.28%
22.15%
Beta – 1 Year
0.97
1.45
Beta – 3 Years
0.94
1.20
Sharpe Ratio – 1 Year
-0.25
0.35
Sharpe Ratio – 3 Years
0.61
0.55
Worst Rolling Year
-0.31%
-9.57%
Value at Worst Rolling Year
₹1.00 Cr
₹0.90 Cr
Deepest Drawdown
−22.42%
−29.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.36%
93.51%
Median Rolling Year
22.10%
17.67%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 39% · M 8% · S 47%
L 17% · M 21% · S 60%
Number of Stocks
33
30
Portfolio P/E
40.75
46.79
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%
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
Financial Services · 29.65%
Healthcare · 15.42%
Consumer Services · 12.38%
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
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% / 0%