Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
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
5.82%
3.10%
6 Months
7.57%
24.70%
1 Year
24.83%
21.80%
3 Years
11.31%
16.46%
5 Years
11.03%
12.29%
Since Inception
14.72%
17.31%
Fund Age
7 yrs 4 mo
7 yrs 2 mo
AUM
₹2.98 Cr
₹328.39 Cr
Alpha – 1 Year
20.11%
22.15%
Alpha – 3 Years
−0.77%
7.46%
Information Ratio – 3 Years
-0.21
1.55
Volatility – 1 Year
23.09%
22.56%
Volatility – 3 Years
22.29%
18.01%
Beta – 1 Year
1.17
1.10
Beta – 3 Years
1.15
0.98
Sharpe Ratio – 1 Year
0.85
0.85
Sharpe Ratio – 3 Years
0.40
1.07
Worst Rolling Year
5.08%
7.49%
Value at Worst Rolling Year
₹1.05 Cr
₹1.07 Cr
Deepest Drawdown
−34.65%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.38%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 99%
—
Number of Stocks
10
16
Portfolio P/E
24.78
—
Top 5 Holdings
National Aluminium Company Ltd · 10.44%
Aditya Birla Capital Ltd · 10.26%
Indian Bank · 10.17%
Glenmark Pharmaceuticals Ltd · 10.05%
Bharat Heavy Electricals Ltd · 10.04%
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 · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 1%