- Manager
- Girik Wealth Advisors
- Service
- Discretionary
- Asset class
- Equity
Girik Blufin Equity Strategy
+20.41%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Girik Wealth Advisors’ Girik Blufin Equity Strategy returned 20.41% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹141 crore across its clients.
Key numbers
- AUM
- ₹141 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 1.85×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −2.81% | −6.03% | +3.22% |
| 3 months | +5.12% | −4.91% | +10.03% |
| 6 months | +35.18% | +2.13% | +33.05% |
| 1 year | +20.41% | −7.09% | +27.50% |
| 2 years | −0.51% | −5.29% | +4.78% |
| 3 years | +14.69% | +6.06% | +8.63% |
| 4 years | +20.39% | +8.48% | +11.91% |
| Since inception | +10.80% | +5.94% | +4.86% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity98.86%₹140 Cr
- Cash and other1.14%₹1.62 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹3.05 Cr
- Outflow, Sep 2026
- ₹0.99 Cr
- Net, Sep 2026
- ₹2.06 Cr
- Net, FY to date
- ₹4.45 Cr
- Turnover, month
- 0.22×
- Turnover, past year
- 1.85×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Girik Blufin Equity Strategy returned?
20.41% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.81%; 3 months: 5.12%; 6 months: 35.18%; 1 year: 20.41%; 2 years: −0.51%; 3 years: 14.69%; 4 years: 20.39%; Since inception: 10.80%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 27.50 percentage points ahead.
How much does Girik Blufin Equity Strategy manage?
₹141 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Girik Blufin Equity Strategy?
Girik Wealth Advisors, a SEBI-registered portfolio manager (INP000003369), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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