Portfolio Management Services (PMS)Compare Schemes
Girik Capital - Multi Cap Growth Equity Strategy vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Girik Capital - Multi Cap Growth Equity Strategy
Turtle Wealth -Growth Mantra
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%
9.22%
6 Months
3.53%
9.86%
1 Year
−0.08%
32.16%
3 Years
14.56%
19.13%
5 Years
12.33%
12.16%
Since Inception
18.88%
16.12%
Fund Age
16 yrs 7 mo
5 yrs 10 mo
AUM
₹1,574.57 Cr
₹170.31 Cr
Alpha – 1 Year
0.35%
27.44%
Alpha – 3 Years
5.99%
7.04%
Information Ratio – 3 Years
0.72
0.58
Volatility – 1 Year
16.64%
17.07%
Volatility – 3 Years
15.28%
17.73%
Beta – 1 Year
0.97
0.65
Beta – 3 Years
0.94
0.86
Sharpe Ratio – 1 Year
-0.25
1.42
Sharpe Ratio – 3 Years
0.61
0.79
Worst Rolling Year
-0.31%
0.71%
Value at Worst Rolling Year
₹1.00 Cr
₹1.01 Cr
Deepest Drawdown
−22.42%
−30.82%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
99.36%
99.71%
Median Rolling Year
22.10%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 39% · M 8% · S 47%
L 11% · M 1% · S 72%
Number of Stocks
33
18
Portfolio P/E
40.75
52.74
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%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
Financial Services · 29.65%
Healthcare · 15.42%
Consumer Services · 12.38%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%