Portfolio Management Services (PMS)Compare Schemes
MOAT - Auxano Opportunity Fund vs Shriram LEAPS
Add SchemeGrowth of ₹1 Crore
MOAT - Auxano Opportunity Fund
Shriram LEAPS
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · -2%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
5.63%
4.25%
6 Months
14.52%
−2.25%
1 Year
20.60%
13.70%
3 Years
—
—
5 Years
—
—
Since Inception
19.45%
13.96%
Fund Age
12 mo
18 mo
AUM
—
₹0.37 Cr
Alpha – 1 Year
22.56%
14.05%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
24.82%
17.89%
Volatility – 3 Years
—
—
Beta – 1 Year
1.30
0.96
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.65
0.51
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.69%
−15.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
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
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—
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—