Strategy performance
Girik PMS BluFIN X Strategy
Girik Wealth Advisors Private Limited · AUM ₹132 Cr · as of Feb 2026
Our read
₹100 grew to ₹87.7 since inception (−6.9% CAGR), behind its filed benchmark on the same window, with a max drawdown of −33.2%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
−14.6% vs benchmark
Since inception
−6.9%
Max drawdown
−33.2%
Volatility
+25.4%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
Girik PMS BluFIN X Strategy₹87.7Feb 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −2.9% | +2.0% | −1.0% | ||||||||||
| 2025 | −19.8% | −15.1% | +7.4% | −5.4% | +7.7% | +2.7% | −0.2% | −1.4% | −3.1% | +7.0% | −0.6% | −2.7% | −24.5% |
| 2024 | 0.0% | +9.1% | +9.5% | −6.7% | +2.0% | +1.4% | −4.1% | +6.0% | +17.3% |
Metrics
Tearsheet- 1M return
- +2.0%
- 3M return
- −3.7%
- 6M return
- −0.7%
- 1Y return
- +9.8%
- 2Y CAGR
- Needs 24 months
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- −6.9%
- Total return
- −12.3%
- Average month
- −0.3%
- Median month
- −0.1%
- Average up month
- +5.5%
- Best month
- +9.5%
- Best rolling 12M
- +9.8%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Feb 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Girik PMS BluFIN X Strategy performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Girik PMS BluFIN X Strategy performed?
- Girik PMS BluFIN X Strategy (Girik Wealth Advisors Private Limited) shows CAGR -6.93% and max drawdown -33.18% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Girik PMS BluFIN X Strategy CAGR / max drawdown?
- CAGR is -6.93%; max drawdown is -33.18%. We only publish CAGR when there are enough months (≥12 on this track of 22 months). Learn more
- Where do Girik PMS BluFIN X Strategy returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Girik PMS BluFIN X Strategy?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more