Portfolio Management Services (PMS)Compare Schemes
Shriram LEAPS vs Valtrust equity hybrid funds
Add SchemeGrowth of ₹1 Crore
Shriram LEAPS
Valtrust equity hybrid funds
Return for the risk
3 yrs return
10%
15%
20%
25%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
4.25%
1.21%
6 Months
−2.25%
−0.18%
1 Year
13.70%
13.93%
3 Years
—
17.19%
5 Years
—
—
Since Inception
13.96%
19.70%
Fund Age
18 mo
3 yrs 5 mo
AUM
₹0.37 Cr
₹1.75 Cr
Alpha – 1 Year
14.05%
9.34%
Alpha – 3 Years
—
7.74%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.89%
11.62%
Volatility – 3 Years
—
9.82%
Beta – 1 Year
0.96
0.83
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.51
0.73
Sharpe Ratio – 3 Years
—
1.14
Worst Rolling Year
—
16.78%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
−15.73%
−9.12%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.03%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
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%
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Top Sectors
—
—
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%