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Multicap Growth Equity Strategy

Girik Wealth Advisors Pvt Ltd
PMS Multi Cap & Flexi Cap
Benchmark
Nifty 50 TRI
Inception Date
3 December 2009
Min. Investment
₹50,00,000
AUM (Cr.)
₹1621.40
SIP Available
Yes
STP Available
Yes

Investment Strategy

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.

Investment Objective

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

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -3.09% -0.28% -2.81%
3 MONTHS 0.41% 6.33% -5.92%
6 MONTHS -1.50% 2.92% -4.42%
1 YEAR -2.21% 11.88% -14.09%
2 YEAR 10.05% 10.98% -0.93%
3 YEAR 22.39% 14.32% 8.07%
5 YEAR 19.23% 14.68% 4.55%
SINCE INCEPTION 19.67% 11.98% 7.69%

Calendar Year Performance

Year Return
CY 2009 -0.51%
CY 2025 -2.21%
CY 2024 23.86%
CY 2023 51.35%
CY 2022 -7.71%
CY 2021 43.08%
CY 2020 27.39%
CY 2019 8.70%
CY 2018 -24.97%
CY 2017 74.85%
CY 2016 21.25%
CY 2015 2.60%
CY 2014 76.25%
CY 2013 15.80%
CY 2012 40.65%
CY 2011 -17.31%
CY 2010 38.97%

Financial Year Performance

Year Return
FY 26_YTD 6.11%
FY 25 11.52%
FY 24 66.44%
FY 23 -10.20%
FY 22 28.84%
FY 21 53.43%
FY 20 -6.03%
FY 19 -10.69%
FY 18 38.14%
FY 17 43.79%
FY 16 -3.20%
FY 15 70.32%
FY 14 28.76%
FY 13 15.37%
FY 12 3.17%
FY 11 13.30%
FY 10 7.21%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Charandeep Singh

Co Founder & Fund Manager

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)

Varun Daga

Co Founder & Fund Manager

Co-founder of Girik and jointly leads the investment decision making process.Self-taught successful investor and has a remarkable experience of over a decade in capital markets.Developed proprietary systems and screeners in order to identify leading growing companies well in advance of their biggest gains.Initially identified Girik’s investment framework inspired by the CANSLIM style of money management.Ran an equity investment division at his family office from 2006 to 2009

Portfolio Details

Portfolio Composition

Large Cap
46.81%
Mid Cap
11.68%
Small Cap
29.64%
Cash & Equivalent
8.68%

Top 5 Holdings

  • Cash & Cash Equivalents 8.68%
  • Bharti Airtel Ltd. 7.24%
  • State Bank Of India 6.56%
  • Eternal Limited 6.56%
  • HDFC Bank Ltd. 5.98%

Top 5 Sectors

  • Financial Services 30.00%
  • Consumer Services 15.89%
  • Healthcare 9.79%
  • Telecommunication 7.24%
  • Capital Goods 4.80%

Portfolio Characteristics

total number of stocks
30
top 5 stocks percent
35.02%
top 5 sectors percent
67.72%
average market cap
233321
portfolio age
16 Yrs, 0 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 1%

Variable Fee

AMC: 1.00%

Hurdle: No Option

Profit Sharing: 15% Profit share on profits

Exit Load

Year 1: 3%

Year 2: 2%

Year 3: 1%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)

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