Portfolio Management Services (PMS)Compare Schemes
ASK-DRP vs Shriram LEAPS
Add SchemeGrowth of ₹1 Crore
ASK-DRP
Shriram LEAPS
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.89%
4.25%
6 Months
−1.27%
−2.25%
1 Year
2.67%
13.70%
3 Years
6.64%
—
5 Years
7.83%
—
Since Inception
10.74%
13.96%
Fund Age
8 yrs 1 mo
18 mo
AUM
₹495.64 Cr
₹0.37 Cr
Alpha – 1 Year
−0.31%
14.05%
Alpha – 3 Years
−5.24%
—
Information Ratio – 3 Years
-0.72
—
Volatility – 1 Year
17.10%
17.89%
Volatility – 3 Years
16.45%
—
Beta – 1 Year
0.95
0.96
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.08
0.51
Sharpe Ratio – 3 Years
0.14
—
Worst Rolling Year
6.09%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−22.30%
−15.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
14.93%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 62% · M 31% · S 6%
—
Number of Stocks
26
—
Portfolio P/E
31.96
—
Top 5 Holdings
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.36%
Infosys Ltd · 6.13%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.21%
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 · 27.41%
Automobile and Auto Components · 16.14%
Capital Goods · 13.41%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—