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.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -5.20% | 0.47 | 9.93% | 64.94% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | -2.90% | -1.80% | 10.30% | -8.10% | 14.70% | 18.80% | 6.40% | 19.80% | 19.00% |
| Nifty 50 | -3.50% | 5.90% | 14.70% | 4.30% | 13.80% | 14.20% | 11.50% | 11.90% | 10.10% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Girik Capital Multicap Growth Equity Strategy | Multi Cap | Mr. Charandeep Singh & Mr. Varun Daga | 03 December 2009 | 13Y 1M | 832.68 | Nifty 50 | 19.00% | 24 | 5 |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 1.84% | -5.55% | 64.94% | -3.71% | 0.48 | 9.93% | -1.04 | 9.98% | 0.70 | 55.19 % |
| Nifty 500 | -0.19% | -5.01% | -5.20% | 0.47 | 9.63% | 0.73 | 60.39 % | |||
| Nifty Midcap 100 | -5.79% | -1.83% | -7.62% | 0.37 | 8.01% | 0.57 | 59.09 % | |||
| Nifty Smallcap 100 | 2.89% | 5.08% | 7.97% | 0.39 | 11.77% | 0.69 | 56.49 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| State Bank Of India | 9.29 |
| Bharti Airtel Ltd. | 6.77 |
| Mahindra & Mahindra Ltd. | 5.95 |
| Reliance Industries Ltd. | 5.58 |
| Axis Bank Ltd. | 5.11 |
| Top 5 Equity Holdings | 32.70 |
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 | 52.10 |
| Mid Cap | 14.90 |
| Small Cap | 21.60 |
| Cash | 11.50 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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Disclaimer
#Returns as of 31 Dec 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 Sep 22.
