Portfolio Management Services (PMS)Compare Schemes
Ionic Allocate Portfolio - Aggressive vs Shriram LEAPS
Add SchemeGrowth of ₹1 Crore
Ionic Allocate Portfolio - Aggressive
Shriram LEAPS
Return for the risk
1 yr return
0%
5%
10%
15%
20%
Nifty 500 · 6.7%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.91%
4.25%
6 Months
2.67%
−2.25%
1 Year
16.41%
13.70%
3 Years
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—
5 Years
—
—
Since Inception
18.21%
13.96%
Fund Age
16 mo
18 mo
AUM
₹221.12 Cr
₹0.37 Cr
Alpha – 1 Year
9.70%
14.05%
Alpha – 3 Years
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—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
13.60%
17.89%
Volatility – 3 Years
—
—
Beta – 1 Year
1.29
0.96
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.79
0.51
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−10.93%
−15.73%
Recovery Period
Not yet recovered
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
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Number of Stocks
75
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Portfolio P/E
—
—
Top 5 Holdings
UTI-Nifty200 Momentum 30 Index Fund - Direct (G) · 7.97%
Franklin U.S. Opportunities Equity Active Fund of Funds-Dir (G) · 7.19%
ICICI Pru Nifty Metal ETF · 6.40%
SBI Banking & Financial Services Fund - Direct (G) · 6.39%
ICICI Pru Focused Fund - Direct (G) · 5.10%
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
1.35% / yr
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Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / – / –
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