Portfolio Management Services (PMS)Compare Schemes
Shriram LEAPS vs THINQWISE INDIA LONG TERM FUND
Add SchemeGrowth of ₹1 Crore
Shriram LEAPS
THINQWISE INDIA LONG TERM FUND
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.25%
−0.86%
6 Months
−2.25%
8.56%
1 Year
13.70%
5.56%
3 Years
—
8.84%
5 Years
—
—
Since Inception
13.96%
10.12%
Fund Age
18 mo
3 yrs 2 mo
AUM
₹0.37 Cr
₹45.94 Cr
Alpha – 1 Year
14.05%
5.91%
Alpha – 3 Years
—
−0.16%
Information Ratio – 3 Years
—
0.15
Volatility – 1 Year
17.89%
23.84%
Volatility – 3 Years
—
20.02%
Beta – 1 Year
0.96
1.25
Beta – 3 Years
—
1.03
Sharpe Ratio – 1 Year
0.51
0.12
Sharpe Ratio – 3 Years
—
0.26
Worst Rolling Year
—
7.39%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−15.73%
−26.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
9.37%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
14
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%
—
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%