Portfolio Management Services (PMS)Compare Schemes
Alphaa Focused Small-Cap Portfolio vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Alphaa Focused Small-Cap Portfolio
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.26%
3.10%
6 Months
4.25%
24.70%
1 Year
−3.44%
21.80%
3 Years
9.79%
16.46%
5 Years
—
12.29%
Since Inception
10.87%
17.31%
Fund Age
3 yrs
7 yrs 2 mo
AUM
₹15.27 Cr
₹328.39 Cr
Alpha – 1 Year
−3.09%
22.15%
Alpha – 3 Years
0.79%
7.46%
Information Ratio – 3 Years
0.12
1.55
Volatility – 1 Year
22.93%
22.56%
Volatility – 3 Years
21.19%
18.01%
Beta – 1 Year
1.23
1.10
Beta – 3 Years
1.16
0.98
Sharpe Ratio – 1 Year
-0.28
0.85
Sharpe Ratio – 3 Years
0.30
1.07
Worst Rolling Year
9.80%
7.49%
Value at Worst Rolling Year
₹1.10 Cr
₹1.07 Cr
Deepest Drawdown
−27.79%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.35%
17.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 0% · S 97%
—
Number of Stocks
46
16
Portfolio P/E
22.80
—
Top 5 Holdings
Crompton Greaves Consumer Electricals Ltd · 8.28%
City Union Bank Ltd · 6.00%
PNB Housing Finance Ltd · 5.84%
Navin Fluorine International Ltd · 5.39%
Kalpataru Projects International Ltd · 5.36%
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 · 22.51%
Consumer Durables · 14.73%
Construction · 9.46%
—
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 12%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
2% / 1% / 1%