Portfolio Management Services

Girik Multicap Growth Equity Strategy (PMS) Performance vs Indices

Period Girik Multicap Growth Equity Strategy Nifty 50 Nifty Midcap 100 Nifty Smallcap 100
1 year 67.32% 52.60% 83.42% 110.92%
5 years 21.00% 13.66% 14.31% 10.86%
7 years 23.02% 10.92% 13.53% 8.81%
10 years 22.15% 10.78% 12.96% 10.26%
Since Inception 21.44% 10.15% 11.88% 9.69%

Note:

  • The above reported performance pertains to the period ended 30/06/2021.
  • The above returns are post all fees and expenses possible, including return-based fees for 31/03/2021.
  • The above returns are calculated by using the Time-Weighted Rate of Return (TWRR) method across all portfolios.
  • Performance related information provided is not verified by SEBI
  • Returns above 1 Year are annualized.
  • Inception date: 03/12/2009
Portfolio Management Services

Long Term Portfolio Performance

100 Rupees invested with Girik Multicap Growth Equity Strategy since its inception in December 2009 is worth 949 Rupees whereas Nifty has grown to 306 Rupees during the same period

Note:

  • The above returns are post fees and expenses and as of 30-06-2021.
  • Performance related information provided is not verified by SEBI
  • Inception Date: 03-12-2009
Portfolio Management Services

Three Year Rolling Returns

Three Year Rolling Returns – Quarterly

Highest 3 year CAGR 42.12% No. of Positive instances 35
Lowest 3 year CAGR 1.28% No. of Negative Instances 0
Average 3 year CAGR 20.58% No. of times outperformed Nifty 30 out of 35 quarters

Note:

  • Returns are from 03-12-2009 to 30-06-2021, post fees and expenses.
  • The above returns are on an annualised basis.
  • Performance related information provided is not verified by SEBI
Portfolio Management Services

Drawdowns

Nov 2010 to Dec 2011
Jan 2013 to Aug 2013
Mar 2015 to Feb 2016
Jan 2018 to Mar 2018
Aug 2018 to Oct 2018
Jan 2020 to Mar2020

Note:

  • The peak and low at each interval have been considered with respect to nifty’s high & low and above figures have been rounded off to the nearest decimal.
  • Performance related information provided is not verified by SEBI
  • Inception Date: 03-12-2009.
Alternative Investment Funds

Girk Multicap Growth Equity Fund (AIF) Performance vs Indices

Period Girik Multicap Growth Equity Fund Nifty 50 Nifty Midcap 100 Nifty Smallcap 100
6 months 29.61% 12.44% 29.40% 37.33%
1 year 70.75% 52.60% 83.42% 110.92%
Since Inception – Absolute 88.22% 47.13% 54.39% 56.39%
Since Inception – Annualised 27.64% 16.07% 18.24% 19.51%

Note:

  • Above reported performance pertains to the period ended 30/06/2021.
  • The above returns are post all fees and expenses possible.
  • Inception Date is 27/11/2018

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