Girik Capital - Multicap Growth Equity Strategy

Girik Wealth Advisors Pvt Ltd
Multi Cap AND Flexi Cap

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Share

Portfolio age16 years, 10 months

3.68%

-1.14%

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

TRAILING PERFORMANCE

(As on 31/08/2026)

Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (4.67%)

Allocation by Market Cap

Small Cap (51.35%)

Mid Cap (9.68%)

Large Cap (34.3%)

Sector Holdings

Financial Services24.8%
Consumer Services14.45%
Healthcare13.94%
Capital Goods9.75%
Consumer Durables5.97%

Stock Holdings

Eternal Limited5.76%
Bajaj Finance Ltd.5.41%
Bharat Heavy Electricals Ltd.5.09%
RBL Bank Limited4.72%
Cash & Cash Equivalents4.67%

PORTFOLIO MANAGERS

Charandeep Singh

Manager Rank Out of 0
i
Rank is based on 3-year return
Schemes Managed0
Total AUMUndisclosed
Highest Return In 1 Yr-Infinity%

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)

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*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)

1631.98

(As on Aug, 2026)

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

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

1.00%

Variable Fee

No Option

Hurdle Rate

No Option

Profit Sharing

15% Profit share on profits

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INVESTMENT 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.

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PEER ANALYSIS

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*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Girik Wealth Advisors Pvt Ltd

Girik Wealth Advisors Pvt Ltd manages assets worth Rs 1957.99 crores. Its current offering of PMS schemes includes

AUM (₹ cr)

1,957.99 (As on Aug, 2026)

Number of Schemes

Schemes From This AMC

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*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

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 ?

There is no option for Variable fee.

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.