Portfolio Management Services (PMS)Compare Schemes
Shriram LEAPS vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
Shriram LEAPS
Systamatix - Dynamic Investment
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.25%
7.60%
6 Months
−2.25%
26.61%
1 Year
13.70%
33.69%
3 Years
—
25.74%
5 Years
—
21.83%
Since Inception
13.96%
—
Fund Age
18 mo
8 yrs 4 mo
AUM
₹0.37 Cr
₹158.52 Cr
Alpha – 1 Year
14.05%
29.93%
Alpha – 3 Years
—
14.85%
Information Ratio – 3 Years
—
1.52
Volatility – 1 Year
17.89%
19.82%
Volatility – 3 Years
—
19.44%
Beta – 1 Year
0.96
1.03
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
0.51
1.29
Sharpe Ratio – 3 Years
—
1.16
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.73%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 31% · M 28% · S 38%
Number of Stocks
—
20
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%
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%