Portfolio Management Services (PMS)Compare Schemes
Shriram LEAPS vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Shriram LEAPS
SVAN Velocity
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.25%
3.40%
6 Months
−2.25%
21.77%
1 Year
13.70%
16.05%
3 Years
—
23.24%
5 Years
—
—
Since Inception
13.96%
24.82%
Fund Age
18 mo
3 yrs 1 mo
AUM
₹0.37 Cr
₹415.03 Cr
Alpha – 1 Year
14.05%
11.33%
Alpha – 3 Years
—
11.15%
Information Ratio – 3 Years
—
0.72
Volatility – 1 Year
17.89%
25.50%
Volatility – 3 Years
—
24.35%
Beta – 1 Year
0.96
1.34
Beta – 3 Years
—
1.27
Sharpe Ratio – 1 Year
0.51
0.50
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
23.24%
Value at Worst Rolling Year
—
₹1.23 Cr
Deepest Drawdown
−15.73%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.73%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
M 2% · S 95%
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
—
—
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
3% / – / –