Portfolio Management Services (PMS)Compare Schemes
Prosperity - Discovery Fund vs Shriram LEAPS
Add SchemeGrowth of ₹1 Crore
Prosperity - Discovery Fund
Shriram LEAPS
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.17%
4.25%
6 Months
20.15%
−2.25%
1 Year
7.22%
13.70%
3 Years
9.88%
—
5 Years
10.18%
—
Since Inception
17.47%
13.96%
Fund Age
5 yrs 8 mo
18 mo
AUM
₹112.12 Cr
₹0.37 Cr
Alpha – 1 Year
2.50%
14.05%
Alpha – 3 Years
−2.21%
—
Information Ratio – 3 Years
-0.17
—
Volatility – 1 Year
30.34%
17.89%
Volatility – 3 Years
23.32%
—
Beta – 1 Year
1.54
0.96
Beta – 3 Years
1.29
—
Sharpe Ratio – 1 Year
0.19
0.51
Sharpe Ratio – 3 Years
0.29
—
Worst Rolling Year
8.52%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−32.53%
−15.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
18.20%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 39% · S 59%
—
Number of Stocks
28
—
Portfolio P/E
38.78
—
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
1.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
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