Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA liquid vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA liquid
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 6.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.32%
3.10%
6 Months
1.97%
24.70%
1 Year
4.21%
21.80%
3 Years
4.52%
16.46%
5 Years
4.00%
12.29%
Since Inception
3.68%
17.31%
Fund Age
5 yrs 7 mo
7 yrs 2 mo
AUM
₹36.08 Cr
₹328.39 Cr
Alpha – 1 Year
−1.09%
22.15%
Alpha – 3 Years
−2.40%
7.46%
Information Ratio – 3 Years
—
1.55
Volatility – 1 Year
0.13%
22.56%
Volatility – 3 Years
0.18%
18.01%
Beta – 1 Year
0.00
1.10
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
-8.15
0.85
Sharpe Ratio – 3 Years
-4.58
1.07
Worst Rolling Year
2.94%
7.49%
Value at Worst Rolling Year
₹1.03 Cr
₹1.07 Cr
Deepest Drawdown
—
−21.44%
Recovery Period
—
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
4.38%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
Number of Stocks
1
16
Portfolio P/E
—
—
Top 5 Holdings
DSP BSE Liquid Rate ETF · 100.00%
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
Others · 100.00%
—
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%