Portfolio Management Services (PMS)Compare Schemes
Purnartha One Strategy vs Shriram LEAPS
Add SchemeGrowth of ₹1 Crore
Purnartha One Strategy
Shriram LEAPS
Return for the risk
1 yr return
0%
5%
10%
15%
20%
Nifty 500 · 6.9%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−1.07%
4.25%
6 Months
4.90%
−2.25%
1 Year
8.20%
13.70%
3 Years
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5 Years
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Since Inception
8.35%
13.96%
Fund Age
2 yrs 11 mo
18 mo
AUM
₹5.79 Cr
₹0.37 Cr
Alpha – 1 Year
1.34%
14.05%
Alpha – 3 Years
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—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
14.87%
17.89%
Volatility – 3 Years
11.97%
—
Beta – 1 Year
1.50
0.96
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.25
0.51
Sharpe Ratio – 3 Years
0.34
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Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−10.35%
−15.73%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
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—
Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 23% · M 8% · S 15%
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Number of Stocks
—
—
Portfolio P/E
20.01
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Top 5 Holdings
Max Healthcare Institute Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Lloyds Metals & Energy Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Coforge Ltd · 0.00%
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
2.50% / yr
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Performance Fee / Plan
20% of profit, above 25%
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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