COMPANIES

No Data Found

NEWS

No Data Found
Girik Capital - Multicap Growth Equity Strategy
Girik Capital - Multicap Growth Equity Strategy

Girik Capital - Multicap Growth Equity Strategy

  • Girik Wealth Advisors Pvt Ltd
  • MULTI CAP AND FLEXI CAP
  • 39
    Out of 116*
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age15 years, 7 months
3.98%
1.92%
Hurdle Rate**0.00%
Fixed fee1.00%
Min. Investment50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 30/06/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (15.15%)
Allocation by Market Cap
Small Cap (32.26%)
Mid Cap (12.26%)
Large Cap (39.18%)
Sector Holdings
  • Financial Services29.7%
  • Services11.42%
  • Healthcare9.07%
  • Consumer Services8.48%
  • Telecommunication7.27%
Stock Holdings
  • Cash & Cash Equivalents15.15%
  • Bharti Airtel Ltd7.27%
  • Bajaj Finance Limited5.54%
  • State Bank Of India5.51%
  • InterGlobe Aviation Limited5.11%

bt_logoPORTFOLIO MANAGERS

Charandeep Singh
  • Manager Rank50 Out of 164
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM1644.25
  • Highest Return In 1 Yr2.88%
Profile

Co-founder of Girik and leads the investment decision making process. Formidable experience of over two decades in capital markets. More than 10 years of experience of investing in Indian equities. With Lehman Brothers till 2007 as a Director of Investment Banking Division, Global Leveraged Finance group, based in New York and London Holds a Diploma in Accounting and Finance from London School of Economics and Political Science (1999) and MSc in Finance from London Business School (2002)

Other Schemes
AUM (₹ Cr)
₹1,644.25 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
108 Out of 245
Fixed Fee
1.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
₹1,644.25 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
109 Out of 245
Fixed Fee
1.00%
AUM (₹ Cr)
₹81.41 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 245
Fixed Fee
1.25%
AUM (₹ Cr)
₹1,683.07 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 245
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6% or 25%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 245
Fixed Fee
2.50%
AUM (₹ Cr)
₹758.63 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 245
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 245
Fixed Fee
1.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Girik Wealth Advisors Pvt Ltd
Girik Wealth Advisors Pvt Ltd manages assets worth Rs 1849.72 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

1,849.72 (As on May, 2025)

Number of Schemes

1
Schemes From This AMC
AUM (₹ Cr)
₹1,571.81 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
214 Out of 245
Fixed Fee
1.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Girik Capital - Multicap Growth Equity Strategy?
There is no option for Hurdle rate.
What is the fixed fee charged in Girik Capital - Multicap Growth Equity Strategy ?
The fixed fee charged in Girik Capital - Multicap Growth Equity Strategy is 1.00%.
What is the variable fee charged in Girik Capital - Multicap Growth Equity Strategy ?
The variable fee charged in Girik Capital - Multicap Growth Equity Strategy is 1.00%.
What is the profit sharing in Girik Capital - Multicap Growth Equity Strategy ?
The profit sharing in Girik Capital - Multicap Growth Equity Strategy is 15% Profit share on profits.
What is the minimum investment in Girik Capital - Multicap Growth Equity Strategy ?
The minimum investment in Girik Capital - Multicap Growth Equity Strategy is ₹50 Lacs
What type of scheme is Girik Capital - Multicap Growth Equity Strategy?
Girik Capital - Multicap Growth Equity Strategy is an Equity scheme. It falls in the MULTI CAP AND FLEXI CAP category.
What is the inception date of Girik Capital - Multicap Growth Equity Strategy?
The inception date of Girik Capital - Multicap Growth Equity Strategy is Dec 03, 2009.
What is the exit load of Girik Capital - Multicap Growth Equity Strategy?
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.