Girik Capital Multicap Growth Equity Strategy PMS


Key Attributes

Mr. Charandeep Singh

Inception Date: 3 December 2009

Number of Stocks: 19

Founder's Name: Mr. Charandeep Singh

Portfolio Manager's Name: Mr. Charandeep Singh & Mr. Varun Daga

Portfolio Manager's Qualification: Mr. Charandeep Singh - Fund Manager, Former Director, Lehman Brothers, IB division, MSc Finance - London Business School. Mr. Varun Daga - Co-Founder of Girik Capital & Fund Manager, Headed equity investment division at his family office from 2006 to 2009, BMS in Finance, Narsee Monjee College of Commerce & Economics.

Portfolio Manager's Experience: Cumulative investment management experience of more than 20 years

Investment Objective

The objective of this growth equity strategy is to take concentrated bets for the long term in high quality publicly listed Indian companies at reasonable valuations to generate significant outperformance with respect to benchmark.

Investment Philosophy

Girik Capital bets on immense future earnings growth potential businesses. The following steps lay the basis of their investment philosophy:

• Automated Screening for Superior Outcomes where Winners show price strength early in a bull cycle
• Establishing Leadership
• Fundamental Research Overview
• Valuation Consideration
• Risk Management Framework

Portfolio Strategy

The portfolio invests in the leading stocks of leading industries and aims to generate Alpha on both uptrend & downtrend. It looks for companies that have healthy free cashflow generation and superior return ratios. Generally invests in companies that use capital efficiently and have low to no debt.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio-3.7%-8.5%-7.5%17.5%32.1%21.8%14.8%22.4%20.2%
Nifty 50-2.1%-1.4%-3.2%16.9%31.7%13.3%13.0%12.5%10.2%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
Reliance Industries Ltd. 9.32
Infosys Ltd. 9.17
Bajaj Finance Ltd. 5.76
Bharti Airtel Ltd. 5.18
State Bank Of India 4.81
Top 5 Equity Holdings 34.24

Sector Allocation


Holding %
Financial Services - NBFC 5.74
Household & Personal Products 7.82
Financial Services - Banks 9.74
Pharmaceuticals & Drugs 10.14
Information Technology - Software 12.63

Market Cap Allocation


Allocations %
Large Cap 41.9
Mid Cap 17.0
Small Cap 27.8
Cash 13.4

Disclaimer

#Returns as of 30 Apr 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Mar 22.



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