Portfolio Management Services (PMS)Compare Schemes
Girik Capital - Multi Cap Growth Equity Strategy vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Girik Capital - Multi Cap Growth Equity Strategy
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Girik Capital - Multi Cap Growth Equity Strategy
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
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%
12.27%
6 Months
3.53%
−1.13%
1 Year
−0.08%
6.59%
3 Years
14.56%
20.44%
5 Years
12.33%
16.17%
Since Inception
18.88%
13.07%
Fund Age
16 yrs 7 mo
15 yrs 3 mo
AUM
₹1,574.57 Cr
—
Alpha – 1 Year
0.35%
6.87%
Alpha – 3 Years
5.99%
9.23%
Information Ratio – 3 Years
0.72
1.61
Volatility – 1 Year
16.64%
20.58%
Volatility – 3 Years
15.28%
16.59%
Beta – 1 Year
0.97
1.21
Beta – 3 Years
0.94
1.13
Sharpe Ratio – 1 Year
-0.25
0.15
Sharpe Ratio – 3 Years
0.61
0.90
Worst Rolling Year
-0.31%
13.98%
Value at Worst Rolling Year
₹1.00 Cr
₹1.14 Cr
Deepest Drawdown
−22.42%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
99.36%
100.00%
Median Rolling Year
22.10%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 39% · M 8% · S 47%
L 73% · M 20% · S 7%
Number of Stocks
33
23
Portfolio P/E
40.75
35.58
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%
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
Financial Services · 29.65%
Healthcare · 15.42%
Consumer Services · 12.38%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1.5% / 1% / 0.5%