Portfolio Management Services (PMS)Compare Schemes
KEDIA - Multi Cap vs Shriram LEAPS
Add SchemeGrowth of ₹1 Crore
KEDIA - Multi Cap
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
2.23%
4.25%
6 Months
7.97%
−2.25%
1 Year
6.21%
13.70%
3 Years
12.78%
—
5 Years
14.19%
—
Since Inception
16.41%
13.96%
Fund Age
7 yrs 3 mo
18 mo
AUM
₹115.97 Cr
₹0.37 Cr
Alpha – 1 Year
1.49%
14.05%
Alpha – 3 Years
0.69%
—
Information Ratio – 3 Years
0.20
—
Volatility – 1 Year
15.75%
17.89%
Volatility – 3 Years
15.69%
—
Beta – 1 Year
0.82
0.96
Beta – 3 Years
0.88
—
Sharpe Ratio – 1 Year
0.12
0.51
Sharpe Ratio – 3 Years
0.51
—
Worst Rolling Year
11.84%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−23.37%
−15.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.02%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
—
Number of Stocks
35
—
Portfolio P/E
—
—
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
—
—
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
20% of profit, above 10%
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—