Shriram LEAPS PMS: Returns, Portfolio & Fees

PMS · Equity · Large & Mid Cap

Shriram LEAPS

Fund size₹0 Cr

IRRSince inception13.96%

1Y return13.70%

Fund age18 mo

Fund Manager

Mr.Hitesh Savanth

CFA,fund Manager | Wealth & Portfolio Management Expert, Shriram

With over 12 years of extensive experience in portfolio management and wealth advisory, Mr. Hitesh Savanth is a seasoned Fund Manager with expertise spanning both public equities and private investments. He has worked closely with Family Offices and Ultra High-Net-Worth Individuals (UHNIs), offering bespoke investment strategies across Indian and global markets.His approach centers around delivering consistent, risk-adjusted returns, emphasizing diversification across asset classes to optimize long-term performance.Mr. Savanth holds a B. Com (Hons.) from Sri Sathya Sai University and is a Chartered Financial Analyst (CFA), certified by the CFA Institute. His diverse experience has made him a trusted advisor in both traditional and alternative investment landscapes.

Managing AUM₹0 Cr

Growth of₹Cr

Shriram LEAPS

Returns: How it has done

Scheme / Benchmark	YTD	1Y	2Y	3Y	5Y	Since inception
Shriram LEAPS	1.64%	13.70%	—	—	—	13.96%
NIFTY 50 TRI	−7.00%	−0.35%	—	—	—	4.53%
Excess over benchmark	8.64%	14.05%	—	—	—	9.43%

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

17.89%

Benchmark approx 14.55%

A standard deviation reflecting historical swings.

Sensitivity

0.96

Beta vs benchmark 1.00 · 4% less reactive

How strongly the scheme moves with the index.

Risk-reward

0.51

Sharpe

Excess return gained per unit of volatility.

How far below its previous high it fell

Over the trailing 1Y window the scheme fell −15.73%. It has not yet recovered.

Max drawdowns

−15.73%

Scheme Drawdown Trajectory

Drawdown analysis	Peak	Trough	Depth	Fell over	Recovered	Recovery took
Scheme	–	–	−15.73%	–	–	–
Benchmark	01 Sep 2025	30 Mar 2026	−15.08%	210 days	–	–

Scheme

Peak–

Trough–

Depth−15.73%

Fell over–

Recovered–

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

Nippon India Silver ETF23.02%

Nippon India ETF Gold BeES16.92%

State Bank of India8.52%

CSB Bank Ltd7.11%

HDFC Bank Ltd5.12%

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