Portfolio Management Services (PMS)Compare Schemes
Dynamic Equities-Bluechip vs Shriram LEAPS
Add SchemeGrowth of ₹1 Crore
Dynamic Equities-Bluechip
Shriram LEAPS
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
7.20%
4.25%
6 Months
17.44%
−2.25%
1 Year
18.10%
13.70%
3 Years
—
—
5 Years
—
—
Since Inception
21.12%
13.96%
Fund Age
2 yrs 5 mo
18 mo
AUM
₹83.78 Cr
₹0.37 Cr
Alpha – 1 Year
18.45%
14.05%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
19.94%
17.89%
Volatility – 3 Years
—
—
Beta – 1 Year
0.87
0.96
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.66
0.51
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.14%
−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
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Number of Stocks
24
—
Portfolio P/E
53.08
—
Top 5 Holdings
—
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
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Fixed Fee
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Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
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