Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
3.10%
6 Months
10.82%
24.70%
1 Year
8.67%
21.80%
3 Years
13.08%
16.46%
5 Years
15.51%
12.29%
Since Inception
26.40%
17.31%
Fund Age
6 yrs
7 yrs 2 mo
AUM
₹5,996.39 Cr
₹328.39 Cr
Alpha – 1 Year
3.95%
22.15%
Alpha – 3 Years
0.99%
7.46%
Information Ratio – 3 Years
0.24
1.55
Volatility – 1 Year
22.00%
22.56%
Volatility – 3 Years
18.61%
18.01%
Beta – 1 Year
1.19
1.10
Beta – 3 Years
1.02
0.98
Sharpe Ratio – 1 Year
0.24
0.85
Sharpe Ratio – 3 Years
0.55
1.07
Worst Rolling Year
12.98%
7.49%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−22.98%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.54%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 29% · S 55%
—
Number of Stocks
30
16
Portfolio P/E
25.07
—
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
2% / 1% / 1%