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 utilizes a rigorous methodology, drawing inspiration from the pioneering ‘CANSLIM’ investment framework. This approach focuses on identifying potential “Early Leaders or Winners” prior to their significant earnings acceleration.

Investment Objective

This investment strategy is designed to generate sustained capital growth through primary allocation to companies exhibiting strong growth potential, identified as either established market leaders or promising emerging players.

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

A co-founder of Girik, this individual spearheads the firm's investment decision-making framework. Their distinguished career spans over two decades within the capital markets. A significant portion of this experience, exceeding ten years, has been dedicated to the direct investment in Indian equities. Prior to joining Girik, their tenure at Lehman Brothers concluded in 2007, where they served as a Director within the Investment Banking Division, specifically in the Global Leveraged Finance group, with assignments in New York and London. They hold a Diploma in Accounting and Finance from the London School of Economics and Political Science (1999) and an MSc in Finance from the London Business School (2002).

Varun Daga

Co Founder & Fund Manager

As a co-founder of Girik, this individual plays a pivotal role in the firm's investment decision-making framework. A self-taught and successful investor, they possess over ten years of comprehensive experience in the capital markets. Their expertise includes the development of proprietary systems and screening tools designed to proactively identify high-growth companies prior to significant market appreciation. The initial investment philosophy of Girik was significantly influenced by the CANSLIM methodology. Prior to joining Girik, this individual managed an equity investment division within a 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%

Interested in ?

Get in touch with our partner to learn more about 's portfolio management services and how they align with your investment goals.

Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent 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.

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