Manager
Girik Wealth Advisors
Service
Discretionary
Asset class
Equity

Girik Blufin X Equity Strategy

+31.51%

1-year return

Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026

Girik Wealth Advisors’ Girik Blufin X Equity Strategy returned 31.51% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹178 crore across its clients.

Key numbers

AUM
₹178 Cr
Benchmark
Nifty 50 TRI
Turnover, past year
2.57×
Min. investment
₹50 lakh (SEBI)
Reported to SEBI
30 Sep 2026

Returns vs benchmark

Girik Blufin X Equity Strategy returns against the Nifty 50 TRI
PeriodThis strategyNifty 50 TRIDifference
1 month+7.40%−6.03%+13.43%
3 months+10.81%−4.91%+15.72%
6 months+37.22%+2.13%+35.09%
1 year+31.51%−7.09%+38.60%
2 years−0.58%−5.29%+4.71%
Since inception+5.24%+1.66%+3.58%

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 equity91.14%
  • Cash and other8.86%

Flows and turnover

Inflow, Sep 2026
₹0
Outflow, Sep 2026
₹0 Cr
Net, Sep 2026
−₹0 Cr
Net, FY to date
₹8.25 Cr
Turnover, month
0.11×
Turnover, past year
2.57×

Money clients put in and took out. The financial year runs from 1 April.

FAQs

What has Girik Blufin X Equity Strategy returned?

31.51% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 7.40%; 3 months: 10.81%; 6 months: 37.22%; 1 year: 31.51%; 2 years: −0.58%; Since inception: 5.24%.

How has it done against its benchmark?

Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 38.60 percentage points ahead.

How much does Girik Blufin X Equity Strategy manage?

₹178 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 X 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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