Shriram Leaps Performance
EQUITYNifty 50
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Shriram Asset Management Company Limited
Age: 19 months
Trailing return from filed months
- 1Y
- Not reported
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 8.56%
- Max DD
- -13.33%
- Calmar
- 0.64
- Track
- 19 months
As of…Tearsheet
Research sheet
Monthly tearsheet
Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end SEBI filings only.
Total Return
21.43%
Annualised Return
8.56%
Hit Rate
63.16%
Maximum Drawdown
-13.33%
Annualised Volatility
14.97%
Sharpe Ratio
0.94
Sortino Ratio
0.41
Consistency Score
66.7%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 18.91%
- Worst Year Return P
- 2.12%
- Median Annual Return P
- 10.52%
- Average Monthly Return P
- 1.18%
- Geometric Mean Return P
- 1.08%
- Average Drawdown P
- -2.37%
- Median Drawdown P
- 0.00%
- Max Drawdown Duration P
- 6 mo
- Average Drawdown Duration P
- 5 mo
- Return / Max Drawdown P
- 0.64
- Return / Avg Drawdown P
- 5.82
- Ulcer Index P
- 4.60%
- Positive Rolling Periods % P
- 38.89%
- Return Stability Score P
- 23.14
- Return Persistence P
- -0.43
- Worst Rolling 12M Return P
- 2.76%
- Best Rolling 12M Return P
- 24.23%
- Maximum Monthly Loss P
- -13.33%
- Worst 3-Month Period P
- -9.45%
- Worst 6-Month Period P
- -3.37%
- Return Smoothness Index P
- 13.37
- Pain Adjusted Return P
- 5.82%
- Worst Case Investor Entry P
- 2.76%
- Capital Preservation Score P
- 86.67%
- Aggressiveness Score P
- 4.32%
- Recovery Efficiency P
- 0.64
- Downside Volatility R
- 19.74%
- Upside Volatility R
- 7.28%
- Time in Drawdown % R
- 44.44%
- VaR 95% R
- -5.93%
- VaR 99% R
- -8.88%
- CVaR 95% R
- -13.33%
- CVaR 99% R
- -13.33%
- Semi Variance R
- 0.0032
- Volatility of Drawdowns R
- 3.69%
- CAGR per Unit Drawdown R
- 1.04
- Equity Curve Convexity R
- -0.01
- Return During Worst Market Year R
- 2.12%
- Return Skewness C
- -2.13
- Return Kurtosis C
- 7.77
- Coefficient of Variation C
- 3.67
- Calmar Ratio C
- 0.64
- Sterling Ratio C
- 1.04
- Burke Ratio C
- 0.64
Filings
Month-end SEBI filings. Missing months stay blank.
Shriram Leaps performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Shriram Leaps performed?
- Shriram Leaps (Shriram Asset Management Company Limited) shows CAGR 8.56% and max drawdown -13.33% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Shriram Leaps CAGR / max drawdown?
- CAGR is 8.56%; max drawdown is -13.33%. We only publish CAGR when there are enough months (≥12 on this track of 19 months). Learn more
- Where do Shriram Leaps returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Shriram Leaps?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more