Portfolio Management Services (PMS)Compare Schemes
Investvalue India Winners Portfolio vs Shriram LEAPS
Add SchemeGrowth of ₹1 Crore
Investvalue India Winners Portfolio
Shriram LEAPS
Return for the risk
1 yr return
10%
15%
20%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
5.49%
4.25%
6 Months
—
−2.25%
1 Year
—
13.70%
3 Years
—
—
5 Years
—
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Since Inception
17.31%
13.96%
Fund Age
5 mo
18 mo
AUM
₹30.77 Cr
₹0.37 Cr
Alpha – 1 Year
—
14.05%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
17.89%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.96
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.51
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−15.73%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
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Median Rolling Year
—
—
5-Year Rolling Windows Positive
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Market-Cap Mix
L 20% · M 23% · S 49%
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Number of Stocks
20
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Portfolio P/E
53.40
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Top 5 Holdings
Cash & Cash Equivalent · 8.00%
CCL Products (India) Ltd · 6.00%
KEI Industries Ltd · 5.00%
ABB India Ltd · 5.00%
Bharat Forge Ltd · 5.00%
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
Capital Goods · 32.00%
Automobile and Auto Components · 17.00%
Healthcare · 12.00%
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Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
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