Portfolio Management Services (PMS)Compare Schemes
Girik Capital - Multi Cap Growth Equity Strategy vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Girik Capital - Multi Cap Growth Equity Strategy
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
3.53%
19.55%
1 Year
−0.08%
11.69%
3 Years
14.56%
15.46%
5 Years
12.33%
—
Since Inception
18.88%
23.05%
Fund Age
16 yrs 7 mo
3 yrs 4 mo
AUM
₹1,574.57 Cr
₹95.08 Cr
Alpha – 1 Year
0.35%
8.71%
Alpha – 3 Years
5.99%
3.58%
Information Ratio – 3 Years
0.72
0.52
Volatility – 1 Year
16.64%
27.25%
Volatility – 3 Years
15.28%
23.29%
Beta – 1 Year
0.97
1.44
Beta – 3 Years
0.94
1.22
Sharpe Ratio – 1 Year
-0.25
0.33
Sharpe Ratio – 3 Years
0.61
0.66
Worst Rolling Year
-0.31%
15.47%
Value at Worst Rolling Year
₹1.00 Cr
₹1.15 Cr
Deepest Drawdown
−22.42%
−32.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.36%
100.00%
Median Rolling Year
22.10%
17.67%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 39% · M 8% · S 47%
—
Number of Stocks
33
—
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%
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
Financial Services · 29.65%
Healthcare · 15.42%
Consumer Services · 12.38%
—
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%