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Prime Vision Balanced vs Shriram LEAPS

Prime Vision Balanced

Shriram LEAPS

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Growth of ₹1 Crore

Prime Vision Balanced

Shriram LEAPS

Return for the risk

1 yr return

10%

15%

20%

Shriram LEAPS

13.7% • vol 17.9%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

1.47%

4.25%

6 Months

1.43%

−2.25%

1 Year

—

13.70%

3 Years

—

5 Years

—

Since Inception

3.41%

13.96%

Fund Age

8 mo

18 mo

AUM

₹1.87 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

—

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

—

Fixed Fee

0.80% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

1% / 0.5% / –

—

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