PMS · Equity · Mid & Small Cap
Shriram Future GEMS
Fund size₹1 Cr
IRRSince inception30.29%
1Y return25.48%
Fund age18 mo
Fund Manager
Growth of₹Cr
Shriram Future GEMS
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Shriram Future GEMS7.23%25.48%———30.29%
NIFTY 50 TRI−7.00%−0.35%———4.53%
Excess over benchmark14.23%25.83%———25.76%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
16.88%
Benchmark approx 14.56%
A standard deviation reflecting historical swings.
Sensitivity
0.86
Beta vs benchmark 1.00 · 14% less reactive
How strongly the scheme moves with the index.
Risk-reward
1.13
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −15.67%, and recovered on 12 Aug 2026.
Max drawdowns
−15.67%
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme––−15.67%–12 Aug 2026–
Benchmark01 Sep 202530 Mar 2026−15.08%210 days––
Scheme
Peak–
Trough–
Depth−15.67%
Fell over–
Recovered12 Aug 2026
Recovery took–
Benchmark
Peak01 Sep 2025
Trough30 Mar 2026
Depth−15.08%
Fell over210 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Asset class
Equity
Top 5 holdings
Bank of Maharashtra6.58%
CSB Bank Ltd6.35%
ASK Automotive Ltd5.98%
State Bank of India5.81%
Samvardhana Motherson International Ltd5.69%
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