Portfolio Management Services (PMS)Compare Schemes
Shriram LEAPS vs Vallum Multi Activa Strategy
Add SchemeGrowth of ₹1 Crore
Shriram LEAPS
Vallum Multi Activa Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · -0.3%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
4.25%
1.82%
6 Months
−2.25%
3.61%
1 Year
13.70%
28.29%
3 Years
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5 Years
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Since Inception
13.96%
23.99%
Fund Age
18 mo
19 mo
AUM
₹0.37 Cr
₹14.97 Cr
Alpha – 1 Year
14.05%
20.75%
Alpha – 3 Years
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Information Ratio – 3 Years
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Volatility – 1 Year
17.89%
13.84%
Volatility – 3 Years
—
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Beta – 1 Year
0.96
0.77
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.51
1.50
Sharpe Ratio – 3 Years
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Worst Rolling Year
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Value at Worst Rolling Year
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Deepest Drawdown
−15.73%
−7.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
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Median Rolling Year
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5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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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%
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Top Sectors
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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