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Girik Capital - Multicap Growth Equity Strategy
Girik Capital - Multicap Growth Equity Strategy

Girik Capital - Multicap Growth Equity Strategy

  • Girik Wealth Advisors Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 44
    Out of 118*
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Portfolio age16 years
2.63%
4.62%
Hurdle Rate**0.00%
Fixed fee1.00%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (11.98%)
Allocation by Market Cap
Small Cap (31.85%)
Mid Cap (6.58%)
Large Cap (49.59%)
Sector Holdings
  • Financial Services26.16%
  • Consumer Services17.32%
  • Healthcare9.77%
  • Telecommunication7.82%
  • Services6.93%
Stock Holdings
  • Cash & Cash Equivalents11.98%
  • Bharti Airtel Ltd7.82%
  • Eternal Limited6.84%
  • State Bank Of India6.18%
  • Bajaj Finance Limited5.86%

bt_logoPORTFOLIO MANAGERS

Charandeep Singh
  • Manager Rank36 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM1656.48
  • Highest Return In 1 Yr0.45%
Profile

Co-founder of Girik and leads the investment decision making process. Formidable experience of over two decades in capital markets. More than 10 years of experience of investing in Indian equities. With Lehman Brothers till 2007 as a Director of Investment Banking Division, Global Leveraged Finance group, based in New York and London Holds a Diploma in Accounting and Finance from London School of Economics and Political Science (1999) and MSc in Finance from London Business School (2002)

Other Schemes
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Girik Capital - Multicap Growth Equity Strategy
AUM (₹ Cr)
₹1,656.48 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
187 Out of 251
Fixed Fee
1.00%
Scheme Return
2.63%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
1656.48
(As on Oct, 2025)
Inception Date
Dec 03, 2009
Min. Investment
₹50 Lacs
SIP Option
Available
STP Option
Available
Exit Load
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
1.00%
Variable Fee
1.00%
Hurdle Rate
No Option
Profit Sharing
15% Profit share on profits
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bt_logoINVESTMENT PHILOSOPHY

Objective

The strategy aims to achieve long term capital appreciation by principally investing in high growth businesses that are leaders or emerging leaders.

Investment Approach

The Girik Multicap Growth Equity Strategy employs a highly disciplined approach, inspired by the innovative ‘CANSLIM’ investment strategy to screen for “Early Leaders or Winners” much ahead of their largest earnings growth curve.

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
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Girik Capital - Multicap Growth Equity Strategy
AUM (₹ Cr)
₹1,656.48 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
187 Out of 251
Fixed Fee
1.00%
Scheme Return
2.63%
Benchmark Return
4.62%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Girik Wealth Advisors Pvt Ltd
Girik Wealth Advisors Pvt Ltd manages assets worth Rs 1915.79 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

1,915.79 (As on Oct, 2025)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
Girik Capital - Multicap Growth Equity Strategy
AUM (₹ Cr)
₹1,656.48 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
187 Out of 251
Fixed Fee
1.00%
Scheme Return
2.63%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Girik Capital - Multicap Growth Equity Strategy?
There is no option for Hurdle rate.
What is the fixed fee charged in Girik Capital - Multicap Growth Equity Strategy ?
The fixed fee charged in Girik Capital - Multicap Growth Equity Strategy is 1.00%.
What is the variable fee charged in Girik Capital - Multicap Growth Equity Strategy ?
The variable fee charged in Girik Capital - Multicap Growth Equity Strategy is 1.00%.
What is the profit sharing in Girik Capital - Multicap Growth Equity Strategy ?
The profit sharing in Girik Capital - Multicap Growth Equity Strategy is 15% Profit share on profits.
What is the minimum investment in Girik Capital - Multicap Growth Equity Strategy ?
The minimum investment in Girik Capital - Multicap Growth Equity Strategy is ₹50 Lacs
What type of scheme is Girik Capital - Multicap Growth Equity Strategy?
Girik Capital - Multicap Growth Equity Strategy is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Girik Capital - Multicap Growth Equity Strategy?
The inception date of Girik Capital - Multicap Growth Equity Strategy is Dec 03, 2009.
What is the exit load of Girik Capital - Multicap Growth Equity Strategy?
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.

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