Strategy performance
Girik PMS Multicap Strategy
Girik Wealth Advisors Private Limited · AUM ₹1,522 Cr · as of Feb 2026
Our read
₹100 grew to ₹212.5 since inception (+17.2% CAGR), ahead of its filed benchmark on the same window, with a max drawdown of −16.2%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+23.1%
+6.6% vs benchmark
Since inception
+17.2%
Max drawdown
−16.2%
Volatility
+14.4%
Peer position
Loading peer ranks…
Performance
Girik PMS Multicap Strategy₹212.5Feb 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −3.4% | −1.5% | −4.8% | ||||||||||
| 2025 | −6.2% | −6.3% | +5.0% | +0.8% | +2.6% | +4.0% | −1.4% | −1.2% | +0.7% | +2.6% | +0.9% | −3.1% | −2.2% |
| 2024 | +3.1% | +1.2% | −1.8% | +8.2% | −0.1% | +7.8% | +5.1% | +2.0% | +1.4% | −5.1% | +0.2% | +0.3% | +23.9% |
| 2023 | −4.4% | −2.1% | −0.4% | +5.0% | +7.2% | +7.4% | +8.3% | +2.8% | +2.6% | +0.3% | +8.9% | +7.6% | +51.4% |
| 2022 | +0.6% | −6.3% | +1.4% | −5.9% | −4.0% | +5.4% | +5.2% | +1.4% | +0.4% | +0.8% | −2.9% | −4.7% | |
| 2021 | +10.0% | +3.8% | +5.4% | +4.0% | +2.1% | −0.6% | −2.3% | +2.9% | +27.7% |
Metrics
Tearsheet- 1M return
- −1.5%
- 3M return
- −7.7%
- 6M return
- −3.7%
- 1Y return
- +5.9%
- 2Y CAGR
- +5.1%
- 3Y CAGR
- +23.1%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +17.2%
- Total return
- +112.5%
- Average month
- +1.4%
- Median month
- +1.2%
- Average up month
- +3.7%
- Best month
- +10.0%
- Best rolling 12M
- +71.5%
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 Multicap Strategy performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Girik PMS Multicap Strategy performed?
- Girik PMS Multicap Strategy (Girik Wealth Advisors Private Limited) shows CAGR 17.19% and max drawdown -16.16% 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 Multicap Strategy CAGR / max drawdown?
- CAGR is 17.19%; max drawdown is -16.16%. We only publish CAGR when there are enough months (≥12 on this track of 57 months). Learn more
- Where do Girik PMS Multicap 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 Multicap 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