Girik Capital Multicap Growth Equity Strategy PMS


Key Portfolio 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
Portfolio5.2%6.7%-1.9%-5.8%25.0%23.3%11.9%21.5%19.6%
Nifty 503.5%7.1%5.8%3.7%24.9%17.2%12.4%12.9%10.2%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
Reliance Industries Ltd. 8.00
Bharti Airtel Ltd. 6.08
State Bank Of India 6.03
Zomato Ltd. 6.02
ICICI Bank Ltd. 5.67
Top 5 Equity Holdings 31.80

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 50.3
Mid Cap 23.2
Small Cap 17.0
Cash 9.5


Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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From the Founders & Managers of Girik Capital PMS

What to expect from Girik Multicap Growth Equity Strategy PMS

Girik Multicap Growth Equity Strategy focuses on creating wealth for investors over long term. Our philosophy is inspired by William O Neil’s CANSLIM style of investment management which primarily invests in leading, high quality businesses that can multiply in size over time with sound corporate governance. The strategy follows a disciplined approach to investing by using automated screeners along with a fundamental overview for superior outcomes. The portfolio construct is of 25-30 stocks with an investment horizon of 3-5 years. There is a robust risk management process with emphasis on capital protection that believes in cutting the losers and riding the winners.

Who should invest in Girik Multicap Growth Equity Strategy PMS?

Investors with a 3-5 year time horizon looking for a differentiated investment strategy capable of generating an alpha over a longer period of time. Those looking to invest with a boutique fund house with a consistent track record of over a decade.

Which is the best company through which an investor can invest in Girik Capital Multicap Growth Equity Strategy PMS?

We recommend PMS AIF WORLD, because, it is one unique platform that offers real knowledge driven investing with their highly meaningful data, reports, and content that is written very well. PMS AIF World is a team of highly articulate, educated, and experienced people.



Disclaimer

#Returns as of 31 Aug 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 Jun 22.




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