Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.12%
3.10%
6 Months
−4.71%
24.70%
1 Year
−3.08%
21.80%
3 Years
0.90%
16.46%
5 Years
2.23%
12.29%
Since Inception
3.05%
17.31%
Fund Age
8 yrs 1 mo
7 yrs 2 mo
AUM
₹0.38 Cr
₹328.39 Cr
Alpha – 1 Year
−2.73%
22.15%
Alpha – 3 Years
−8.10%
7.46%
Information Ratio – 3 Years
-0.39
1.55
Volatility – 1 Year
6.90%
22.56%
Volatility – 3 Years
8.35%
18.01%
Beta – 1 Year
0.35
1.10
Beta – 3 Years
0.40
0.98
Sharpe Ratio – 1 Year
-1.18
0.85
Sharpe Ratio – 3 Years
-0.31
1.07
Worst Rolling Year
0.90%
7.49%
Value at Worst Rolling Year
₹1.01 Cr
₹1.07 Cr
Deepest Drawdown
−16.09%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
99.95%
100.00%
Median Rolling Year
7.09%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
16
Portfolio P/E
—
—
Top 5 Holdings
Aditya Birla SL Liquid Fund - Direct (G) · 39.47%
Lupin Ltd · 22.96%
Other Funds · 15.79%
Godrej Consumer Products Ltd · 7.34%
Gujarat Pipavav Port Ltd · 6.23%
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
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 1%