Portfolio Management Services (PMS)Compare Schemes
Shriram LEAPS vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Shriram LEAPS
Stallion Asset - Core Fund
Return for the risk
3 yrs return
25%
30%
35%
40%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.25%
3.93%
6 Months
−2.25%
25.32%
1 Year
13.70%
18.21%
3 Years
—
32.70%
5 Years
—
23.63%
Since Inception
13.96%
28.38%
Fund Age
18 mo
7 yrs 10 mo
AUM
₹0.37 Cr
₹8,686.39 Cr
Alpha – 1 Year
14.05%
13.49%
Alpha – 3 Years
—
20.61%
Information Ratio – 3 Years
—
1.92
Volatility – 1 Year
17.89%
22.97%
Volatility – 3 Years
—
19.40%
Beta – 1 Year
0.96
1.12
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
0.51
0.61
Sharpe Ratio – 3 Years
—
1.30
Worst Rolling Year
—
17.00%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
−15.73%
−22.23%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
30.47%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 37% · M 30% · S 25%
Number of Stocks
—
43
Portfolio P/E
—
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
—
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%