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LEAPS

Shriram Asset Management Company Limited
PMS Mid & Large Cap
Benchmark
Nifty 50 TRI
Inception Date
17 February 2025
Min. Investment
₹50,00,000
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

Shriram LEAPS – A Portfolio Strategy Focused on Large and Emerging Alpha Equities

Investment Objective

Capital Gains

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH 3.11% -0.28% 3.39%
3 MONTHS 8.85% 6.33% 2.52%
6 MONTHS 9.24% 2.92% 6.32%
SINCE INCEPTION 19.71% 15.10% 4.61%

Calendar Year Performance

Year Return

Financial Year Performance

Year Return
FY 26_YTD 16.93%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Hitesh Savanth

Fund Manager

Mr. Hitesh Savanth is a CFA charterholder with over 12 years of comprehensive experience in portfolio construction and wealth management. His expertise encompasses public equities and private capital markets, where he has advised Family Offices and Ultra High-Net-Worth Individuals (UHNIs) on tailored investment strategies across domestic and international markets. His investment philosophy is predicated on generating stable, risk-mitigated returns through strategic asset allocation and diversification. Mr. Savanth holds a Bachelor of Commerce (Honours) from Sri Sathya Sai University. His extensive background positions him as a proficient advisor in both conventional and alternative investment domains.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • State Bank of India Ltd 10.11%
  • HDFC Bank Ltd 8.41%
  • Larsen and Toubro Ltd 8.32%
  • Nippon India Mutual Fund Nippon India Silver Etf 7.92%
  • Maruti Suzuki India Ltd 6.14%

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
40.90%
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
0 Yrs, 10 Months
sip
Available
stp
Available

Fee Structure

Variable Fee

AMC: No Option

Hurdle: No Option

Profit Sharing: No Option

Exit Load

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)