Portfolio Management Services (PMS)Compare Schemes
SBI MF - ESG Portfolio vs Shriram LEAPS
Add SchemeGrowth of ₹1 Crore
SBI MF - ESG Portfolio
Shriram LEAPS
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.26%
4.25%
6 Months
18.40%
−2.25%
1 Year
9.21%
13.70%
3 Years
13.13%
—
5 Years
13.39%
—
Since Inception
14.83%
13.96%
Fund Age
10 yrs
18 mo
AUM
₹666.2 Cr
₹0.37 Cr
Alpha – 1 Year
9.64%
14.05%
Alpha – 3 Years
4.56%
—
Information Ratio – 3 Years
0.38
—
Volatility – 1 Year
18.95%
17.89%
Volatility – 3 Years
16.01%
—
Beta – 1 Year
0.98
0.96
Beta – 3 Years
0.90
—
Sharpe Ratio – 1 Year
0.27
0.51
Sharpe Ratio – 3 Years
0.52
—
Worst Rolling Year
-3.31%
—
Value at Worst Rolling Year
₹0.97 Cr
—
Deepest Drawdown
−20.80%
−15.73%
Recovery Period
109 days
Not yet recovered
1-Year Rolling Windows Positive
96.71%
—
Median Rolling Year
17.72%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 13% · M 17% · S 66%
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Number of Stocks
—
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Portfolio P/E
—
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Top 5 Holdings
Kernex Microsystems (India) Ltd · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
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
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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