Portfolio Management Services (PMS)Compare Schemes
Prabhudas-Aqua Strategy vs Shriram LEAPS
Add SchemeGrowth of ₹1 Crore
Prabhudas-Aqua Strategy
Shriram LEAPS
Return for the risk
1 yr return
0%
5%
10%
15%
20%
Nifty 500 · 7.7%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.63%
4.25%
6 Months
8.65%
−2.25%
1 Year
10.66%
13.70%
3 Years
—
—
5 Years
—
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Since Inception
22.10%
13.96%
Fund Age
2 yrs 7 mo
18 mo
AUM
₹374.18 Cr
₹0.37 Cr
Alpha – 1 Year
2.92%
14.05%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
10.32%
17.89%
Volatility – 3 Years
—
—
Beta – 1 Year
0.27
0.96
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.50
0.51
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−8.56%
−15.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
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Market-Cap Mix
L 49% · M 41% · S 9%
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Number of Stocks
37
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Portfolio P/E
19.24
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Top 5 Holdings
National Aluminium Company Ltd · 4.36%
Vedanta Ltd · 3.83%
BSE Ltd · 3.78%
Oil & Natural Gas Corpn Ltd · 3.58%
Hindalco Industries Ltd · 3.52%
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 · 22.51%
Metals & Mining · 21.08%
Oil, Gas & Consumable Fuels · 8.89%
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Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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