Portfolio Management Services (PMS)Compare Schemes
Shriram LEAPS vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
Shriram LEAPS
TRADESWIFT BROKING-MULTI ASSET
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
4.25%
0.77%
6 Months
−2.25%
11.30%
1 Year
13.70%
5.88%
3 Years
—
—
5 Years
—
—
Since Inception
13.96%
10.85%
Fund Age
18 mo
2 yrs 5 mo
AUM
₹0.37 Cr
₹45.96 Cr
Alpha – 1 Year
14.05%
−0.98%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.89%
21.88%
Volatility – 3 Years
—
—
Beta – 1 Year
0.96
2.00
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.51
0.12
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.73%
−19.87%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 12% · M 4% · S 66%
Number of Stocks
—
39
Portfolio P/E
—
23.43
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%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
—
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1.5% / 1%