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Performance

Portfolio Management Services

Girik Multicap Growth Equity Strategy (PMS) Performance vs Indices

Period Girik Multicap Growth Equity Strategy Nifty 50 TRI
1 year -1.43% -0.28%
3 years 20.64% 11.21%
5 years 15.07% 11.69%
10 years 17.64% 13.20%
Since Inception 18.73% 11.16%

Note:

  • The above data are at an investment approach level; individual portfolio returns can differ.
  • The above data are as of 30-April-2026, Inception date: 03-December-09.
  • Returns reported above is TWRR (Time Weighted Rate of Return) net of all fees and expenses, it is reported as calculated in the back office system inhouse.
  • Above returns are audited for the period 01-04-2019 to 31-03-2025.
  • Returns for 1 year and less than 1 year are on absolute basis and the returns above 1 year are annualised.
  • Performance related information is not verified by SEBI.
Portfolio Management Services

Long Term Portfolio Performance

Long Term Wealth Creation 100 Rupees invested with Girik Multicap Growth Equity Strategy since its inception in December 2009 is worth 1,672 Rupees where as Nifty 50 TRI has grown to 568 Rupees during the same period.

Note:

  • The above returns are post fees and expenses and as of 31-12-2025.
  • Performance related information provided is not verified by SEBI.
  • The above returns are audited for the period 01-04-2019 to 31-03-2025.
  • The above data are at an investment approach level; individual portfolio returns can differ.
  • Inception Date: 03-12-2009
Portfolio Management Services

Three Year Rolling Returns

Three Year Rolling Returns – Quarterly

Highest 3 year CAGR 42.10% No. of Positive instances 51
Lowest 3 year CAGR 1.29% No. of Negative Instances 0
Average 3 year CAGR 21.26% No. of times outperformed Nifty 45 out of 51 quarters

Note:

  • Returns are from 03-12-2009 to 31-12-2025, post fees and expenses.
  • The above returns are on an annualised basis.
  • The above returns are at a strategy level; individual portfolio returns can differ.
  • 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.

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