Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA IOP vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA IOP
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
2.31%
3.10%
6 Months
5.51%
24.70%
1 Year
6.39%
21.80%
3 Years
13.57%
16.46%
5 Years
12.29%
12.29%
Since Inception
17.45%
17.31%
Fund Age
16 yrs 9 mo
7 yrs 2 mo
AUM
₹2,223.2 Cr
₹328.39 Cr
Alpha – 1 Year
1.67%
22.15%
Alpha – 3 Years
1.48%
7.46%
Information Ratio – 3 Years
0.57
1.55
Volatility – 1 Year
18.05%
22.56%
Volatility – 3 Years
15.15%
18.01%
Beta – 1 Year
1.02
1.10
Beta – 3 Years
0.96
0.98
Sharpe Ratio – 1 Year
0.14
0.85
Sharpe Ratio – 3 Years
0.62
1.07
Worst Rolling Year
-5.62%
7.49%
Value at Worst Rolling Year
₹0.94 Cr
₹1.07 Cr
Deepest Drawdown
−17.96%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
96.40%
100.00%
Median Rolling Year
18.17%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 25% · S 21%
—
Number of Stocks
55
16
Portfolio P/E
35.38
—
Top 5 Holdings
ICICI Bank Ltd · 6.04%
HDFC Bank Ltd · 3.82%
Bharti Airtel Ltd · 3.45%
Reliance Industries Ltd · 3.39%
Shriram Finance Ltd · 3.04%
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
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 1%