Portfolio Management Services (PMS)Compare Schemes
Girik Capital - Multi Cap Growth Equity Strategy vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Girik Capital - Multi Cap Growth Equity Strategy
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.15%
2.21%
6 Months
3.53%
21.04%
1 Year
−0.08%
21.34%
3 Years
14.56%
19.08%
5 Years
12.33%
23.67%
Since Inception
18.88%
—
Fund Age
16 yrs 7 mo
6 yrs 4 mo
AUM
₹1,574.57 Cr
₹364.08 Cr
Alpha – 1 Year
0.35%
21.69%
Alpha – 3 Years
5.99%
10.08%
Information Ratio – 3 Years
0.72
0.52
Volatility – 1 Year
16.64%
32.28%
Volatility – 3 Years
15.28%
28.08%
Beta – 1 Year
0.97
1.47
Beta – 3 Years
0.94
1.60
Sharpe Ratio – 1 Year
-0.25
0.58
Sharpe Ratio – 3 Years
0.61
0.57
Worst Rolling Year
-0.31%
15.61%
Value at Worst Rolling Year
₹1.00 Cr
₹1.16 Cr
Deepest Drawdown
−22.42%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
99.36%
100.00%
Median Rolling Year
22.10%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 39% · M 8% · S 47%
L 90% · M 10%
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Financial Services · 29.65%
Healthcare · 15.42%
Consumer Services · 12.38%
—
Fixed Fee
1.00% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%