Since 1y 9mShort track · Nov 2023Dormant
Strategy performance
Girik PMS Deep Value Strategy
GIRIK WEALTH ADVISORS PRIVATE LIMITED · AUM Not reported · as of Nov 2023
Our read
Since inception the filed path is −1.3% (−0.7% CAGR), with a max drawdown of −39.8%. Benchmark series for this window is not reported here.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
Since inception
−0.7%
Max drawdown
−39.8%
Volatility
+30.7%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
Girik PMS Deep Value Strategy₹98.7Nov 23
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | −4.4% | −1.9% | −0.4% | +5.2% | +7.2% | +7.6% | +8.4% | +2.9% | +2.8% | +0.5% | +8.9% | +42.2% | |
| 2022 | −33.4% | −5.9% | −3.9% | +5.5% | +5.2% | +1.6% | +0.5% | +0.6% | −2.8% | −33.3% | |||
| 2021 | +4.0% | +4.0% |
Metrics
Tearsheet- 1M return
- +8.9%
- 3M return
- +12.5%
- 6M return
- +35.0%
- 1Y return
- +38.2%
- 2Y CAGR
- Needs 24 months
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- −0.7%
- Total return
- −1.3%
- Average month
- +0.4%
- Median month
- +1.6%
- Average up month
- +4.4%
- Best month
- +8.9%
- Best rolling 12M
- +38.2%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Nov 2023. 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 Deep Value Strategy performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Girik PMS Deep Value Strategy performed?
- Girik PMS Deep Value Strategy (GIRIK WEALTH ADVISORS PRIVATE LIMITED) shows CAGR -0.74% and max drawdown -39.79% 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 Deep Value Strategy CAGR / max drawdown?
- CAGR is -0.74%; max drawdown is -39.79%. We only publish CAGR when there are enough months (≥12 on this track of 21 months). Learn more
- Where do Girik PMS Deep Value 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 Deep Value 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