Portfolio Management Services (PMS)Compare Schemes
Shriram LEAPS vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
Shriram LEAPS
Sincere - Fixed Income plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
4.25%
2.31%
6 Months
−2.25%
2.53%
1 Year
13.70%
6.47%
3 Years
—
7.48%
5 Years
—
—
Since Inception
13.96%
8.12%
Fund Age
18 mo
3 yrs 3 mo
AUM
₹0.37 Cr
₹32.76 Cr
Alpha – 1 Year
14.05%
−0.39%
Alpha – 3 Years
—
−3.56%
Information Ratio – 3 Years
—
-0.35
Volatility – 1 Year
17.89%
5.60%
Volatility – 3 Years
—
5.15%
Beta – 1 Year
0.96
0.43
Beta – 3 Years
—
0.49
Sharpe Ratio – 1 Year
0.51
0.22
Sharpe Ratio – 3 Years
—
0.41
Worst Rolling Year
—
6.82%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−15.73%
−8.35%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
7.67%
5-Year Rolling Windows Positive
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—
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%
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Top Sectors
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—
Fixed Fee
—
1.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%