Portfolio Management Services (PMS)Compare Schemes
ASK core Portfolio vs Shriram LEAPS
Add SchemeGrowth of ₹1 Crore
ASK core Portfolio
Shriram LEAPS
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · -0.4%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.84%
4.25%
6 Months
−7.36%
−2.25%
1 Year
−4.21%
13.70%
3 Years
—
—
5 Years
—
—
Since Inception
−4.18%
13.96%
Fund Age
12 mo
18 mo
AUM
₹139.3 Cr
₹0.37 Cr
Alpha – 1 Year
−3.78%
14.05%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
16.33%
17.89%
Volatility – 3 Years
—
—
Beta – 1 Year
1.01
0.96
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.52
0.51
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−16.12%
−15.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 76% · M 10% · S 10%
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Number of Stocks
15
—
Portfolio P/E
28.49
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Top 5 Holdings
HDFC Bank Ltd · 9.77%
Reliance Industries Ltd · 9.44%
Bajaj Finserv Ltd · 9.17%
Nestle India Ltd · 8.72%
Kotak Mahindra Bank Ltd · 8.56%
Nippon India Silver ETF · 23.02%
Nippon India ETF Gold BeES · 16.92%
State Bank of India · 8.52%
CSB Bank Ltd · 7.11%
HDFC Bank Ltd · 5.12%
Top Sectors
Financial Services · 34.81%
Construction · 10.70%
Capital Goods · 10.46%
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Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
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