Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.35%
3.10%
6 Months
5.61%
24.70%
1 Year
10.19%
21.80%
3 Years
9.70%
16.46%
5 Years
7.80%
12.29%
Since Inception
13.10%
17.31%
Fund Age
14 yrs 11 mo
7 yrs 2 mo
AUM
₹88.88 Cr
₹328.39 Cr
Alpha – 1 Year
10.54%
22.15%
Alpha – 3 Years
0.70%
7.46%
Information Ratio – 3 Years
0.00
1.55
Volatility – 1 Year
15.04%
22.56%
Volatility – 3 Years
14.30%
18.01%
Beta – 1 Year
0.87
1.10
Beta – 3 Years
0.96
0.98
Sharpe Ratio – 1 Year
0.37
0.85
Sharpe Ratio – 3 Years
0.35
1.07
Worst Rolling Year
4.17%
7.49%
Value at Worst Rolling Year
₹1.04 Cr
₹1.07 Cr
Deepest Drawdown
−20.16%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.53%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 86% · M 13% · S 0%
—
Number of Stocks
37
16
Portfolio P/E
—
—
Top 5 Holdings
Hitachi Energy India Ltd · 6.56%
TVS Motor Company Ltd · 6.27%
Apollo Hospitals Enterprise Ltd · 6.21%
Hindalco Industries Ltd · 5.96%
Polycab India Ltd · 5.90%
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 · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
—
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%