Portfolio Management Services (PMS)Compare Schemes
Shriram LEAPS vs Wallfort-Ameya Fund
Add SchemeGrowth of ₹1 Crore
Shriram LEAPS
Wallfort-Ameya Fund
Return for the risk
3 yrs return
20%
25%
30%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.25%
9.87%
6 Months
−2.25%
46.37%
1 Year
13.70%
29.61%
3 Years
—
24.62%
5 Years
—
—
Since Inception
13.96%
39.89%
Fund Age
18 mo
20 mo
AUM
₹0.37 Cr
₹147.17 Cr
Alpha – 1 Year
14.05%
24.89%
Alpha – 3 Years
—
12.53%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.89%
25.97%
Volatility – 3 Years
—
29.84%
Beta – 1 Year
0.96
1.03
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.51
0.92
Sharpe Ratio – 3 Years
—
1.29
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.73%
−21.24%
Recovery Period
Not yet recovered
58 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
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%
Zaggle Prepaid Ocean Services Ltd · 13.46%
Entero Healthcare Solutions Ltd · 9.96%
Borosil Ltd · 9.07%
Triveni Engineering and Industries Ltd · 8.92%
Rategain Travel Technologies Ltd · 7.62%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
10% of profit
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%