Portfolio Management Services (PMS)Compare Schemes
Girik Capital - Multi Cap Growth Equity Strategy vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Girik Capital - Multi Cap Growth Equity Strategy
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.15%
5.72%
6 Months
3.53%
23.48%
1 Year
−0.08%
38.68%
3 Years
14.56%
26.01%
5 Years
12.33%
16.58%
Since Inception
18.88%
18.98%
Fund Age
16 yrs 7 mo
16 yrs 6 mo
AUM
₹1,574.57 Cr
₹1,885.18 Cr
Alpha – 1 Year
0.35%
33.96%
Alpha – 3 Years
5.99%
13.92%
Information Ratio – 3 Years
0.72
1.27
Volatility – 1 Year
16.64%
28.06%
Volatility – 3 Years
15.28%
20.41%
Beta – 1 Year
0.97
1.39
Beta – 3 Years
0.94
1.06
Sharpe Ratio – 1 Year
-0.25
1.12
Sharpe Ratio – 3 Years
0.61
1.06
Worst Rolling Year
-0.31%
-4.06%
Value at Worst Rolling Year
₹1.00 Cr
₹0.96 Cr
Deepest Drawdown
−22.42%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
99.36%
98.28%
Median Rolling Year
22.10%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 39% · M 8% · S 47%
L 40% · M 32% · S 24%
Number of Stocks
33
28
Portfolio P/E
40.75
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Financial Services · 29.65%
Healthcare · 15.42%
Consumer Services · 12.38%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%