Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP) vs Piper Serica Advisors - Leader Portfolio
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
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
0.54%
3.10%
6 Months
3.13%
24.70%
1 Year
3.79%
21.80%
3 Years
10.28%
16.46%
5 Years
10.26%
12.29%
Since Inception
14.16%
17.31%
Fund Age
8 yrs 2 mo
7 yrs 2 mo
AUM
₹1,116.87 Cr
₹328.39 Cr
Alpha – 1 Year
−0.93%
22.15%
Alpha – 3 Years
−1.81%
7.46%
Information Ratio – 3 Years
-0.53
1.55
Volatility – 1 Year
16.47%
22.56%
Volatility – 3 Years
15.93%
18.01%
Beta – 1 Year
0.94
1.10
Beta – 3 Years
1.02
0.98
Sharpe Ratio – 1 Year
-0.01
0.85
Sharpe Ratio – 3 Years
0.36
1.07
Worst Rolling Year
9.53%
7.49%
Value at Worst Rolling Year
₹1.10 Cr
₹1.07 Cr
Deepest Drawdown
−22.48%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.27%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 29% · S 15%
—
Number of Stocks
40
16
Portfolio P/E
27.63
—
Top 5 Holdings
ICICI Bank Ltd · 5.53%
Bharti Airtel Ltd · 5.15%
Bharat Dynamics Ltd · 4.85%
Cholamandalam Investment & Finance Company Ltd · 4.36%
Torrent Pharmaceuticals Ltd · 4.28%
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 · 26.29%
Capital Goods · 11.69%
Healthcare · 8.36%
—
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%