Portfolio Management Services (PMS)Compare Schemes
NARNOLIA LARGE CAP STRATEGY vs Shriram LEAPS
Add SchemeGrowth of ₹1 Crore
NARNOLIA LARGE CAP STRATEGY
Shriram LEAPS
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.51%
4.25%
6 Months
−2.49%
−2.25%
1 Year
1.85%
13.70%
3 Years
12.22%
—
5 Years
8.68%
—
Since Inception
15.27%
13.96%
Fund Age
14 yrs 5 mo
18 mo
AUM
₹116.22 Cr
₹0.37 Cr
Alpha – 1 Year
2.20%
14.05%
Alpha – 3 Years
3.22%
—
Information Ratio – 3 Years
0.70
—
Volatility – 1 Year
18.13%
17.89%
Volatility – 3 Years
15.25%
—
Beta – 1 Year
1.12
0.96
Beta – 3 Years
1.06
—
Sharpe Ratio – 1 Year
-0.09
0.51
Sharpe Ratio – 3 Years
0.50
—
Worst Rolling Year
-2.08%
—
Value at Worst Rolling Year
₹0.98 Cr
—
Deepest Drawdown
−15.14%
−15.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.45%
—
Median Rolling Year
15.70%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 86% · M 7% · S 3%
—
Number of Stocks
21
—
Portfolio P/E
29.25
—
Top 5 Holdings
Mahindra & Mahindra Ltd · 9.39%
State Bank of India · 8.94%
ICICI Bank Ltd · 7.71%
HDFC Bank Ltd · 7.49%
Larsen & Toubro Ltd · 5.93%
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 · 36.32%
Automobile and Auto Components · 12.08%
Consumer Services · 11.13%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—