Shriram LEAPS

EQUITY LARGE & MID CAP

A curated portfolio of 15-25 stocks, with a large-cap bias, using a multi-factor approach. The portfolio also aims to add select stocks, using a bottom-up fundamental approach with an aim to complement the overall portfolio.

+11.19%

1Y annualised returns

-3.84%

Benchmark returns (NIFTY 50 Total Return Index)

Launch date

17 Feb '25

Total AUM

₹0.29Cr

Min. investment

₹50,00,000

Benchmark

NIFTY 50 Total Return Index

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

0.00%

PMS management

MS
Mr.Hitesh Savanth
Fund Manager
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About

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.

Experience

Over 12 years in portfolio management and wealth advisory.

Investment philosophy

Portfolio management and wealth advisory for public equities and private investments.

Awards