Portfolio Management Services (PMS)Compare Schemes
HDFC - All Cap Portfolio - DPMS vs Shriram LEAPS
Add SchemeGrowth of ₹1 Crore
HDFC - All Cap Portfolio - DPMS
Shriram LEAPS
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.12%
4.25%
6 Months
−0.35%
−2.25%
1 Year
−1.07%
13.70%
3 Years
9.62%
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5 Years
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Since Inception
13.16%
13.96%
Fund Age
4 yrs 2 mo
18 mo
AUM
₹52.82 Cr
₹0.37 Cr
Alpha – 1 Year
−5.79%
14.05%
Alpha – 3 Years
−2.47%
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Information Ratio – 3 Years
-0.56
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Volatility – 1 Year
17.26%
17.89%
Volatility – 3 Years
15.97%
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Beta – 1 Year
0.98
0.96
Beta – 3 Years
0.98
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Sharpe Ratio – 1 Year
-0.29
0.51
Sharpe Ratio – 3 Years
0.28
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Worst Rolling Year
9.59%
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Value at Worst Rolling Year
₹1.10 Cr
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Deepest Drawdown
−18.05%
−15.73%
Recovery Period
131 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
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Median Rolling Year
15.96%
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5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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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
1.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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