Portfolio Management Services (PMS)Compare Schemes
Girik Capital - Multi Cap Growth Equity Strategy vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Girik Capital - Multi Cap Growth Equity Strategy
Tamohara - TRUFFLE
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%
8.72%
6 Months
3.53%
28.59%
1 Year
−0.08%
28.02%
3 Years
14.56%
18.67%
5 Years
12.33%
17.18%
Since Inception
18.88%
20.03%
Fund Age
16 yrs 7 mo
5 yrs 4 mo
AUM
₹1,574.57 Cr
₹221.27 Cr
Alpha – 1 Year
0.35%
28.37%
Alpha – 3 Years
5.99%
9.68%
Information Ratio – 3 Years
0.72
0.87
Volatility – 1 Year
16.64%
22.32%
Volatility – 3 Years
15.28%
17.88%
Beta – 1 Year
0.97
1.03
Beta – 3 Years
0.94
0.95
Sharpe Ratio – 1 Year
-0.25
0.99
Sharpe Ratio – 3 Years
0.61
0.81
Worst Rolling Year
-0.31%
13.69%
Value at Worst Rolling Year
₹1.00 Cr
₹1.14 Cr
Deepest Drawdown
−22.42%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
99.36%
100.00%
Median Rolling Year
22.10%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 39% · M 8% · S 47%
L 19% · M 4% · S 74%
Number of Stocks
33
29
Portfolio P/E
40.75
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Financial Services · 29.65%
Healthcare · 15.42%
Consumer Services · 12.38%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –