Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs Shriram LEAPS
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
Shriram LEAPS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
4.25%
6 Months
26.95%
−2.25%
1 Year
13.12%
13.70%
3 Years
17.80%
—
5 Years
15.04%
—
Since Inception
22.70%
13.96%
Fund Age
8 yrs
18 mo
AUM
₹357.26 Cr
₹0.37 Cr
Alpha – 1 Year
10.14%
14.05%
Alpha – 3 Years
5.90%
—
Information Ratio – 3 Years
0.31
—
Volatility – 1 Year
32.38%
17.89%
Volatility – 3 Years
25.45%
—
Beta – 1 Year
1.68
0.96
Beta – 3 Years
1.37
—
Sharpe Ratio – 1 Year
0.36
0.51
Sharpe Ratio – 3 Years
0.56
—
Worst Rolling Year
11.19%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−26.50%
−15.73%
Recovery Period
80 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
27.28%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 19% · S 59%
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Number of Stocks
42
—
Portfolio P/E
42.01
—
Top 5 Holdings
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
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
2.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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