Portfolio Management Services (PMS)Compare Schemes
Monarch Wealth Creator Fund vs Shriram LEAPS
Add SchemeGrowth of ₹1 Crore
Monarch Wealth Creator Fund
Shriram LEAPS
Return for the risk
1 yr return
10%
15%
20%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.85%
4.25%
6 Months
12.32%
−2.25%
1 Year
—
13.70%
3 Years
—
—
5 Years
—
—
Since Inception
13.81%
13.96%
Fund Age
8 mo
18 mo
AUM
₹279.09 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
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 35% · M 34% · S 23%
—
Number of Stocks
40
—
Portfolio P/E
19.53
—
Top 5 Holdings
Mazagon Dock Shipbuilders Ltd · 13.42%
Bank of Baroda · 7.93%
Cash & Cash Equivalent · 6.62%
NMDC Ltd · 5.37%
Adani Enterprises Ltd · 5.31%
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
Financial Services · 24.00%
Capital Goods · 22.64%
Metals & Mining · 19.08%
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Fixed Fee
1.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0.5% / 0.5% / 0%
—