Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
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
0.27%
3.10%
6 Months
−2.30%
24.70%
1 Year
1.68%
21.80%
3 Years
13.91%
16.46%
5 Years
—
12.29%
Since Inception
14.05%
17.31%
Fund Age
3 yrs 10 mo
7 yrs 2 mo
AUM
₹53.78 Cr
₹328.39 Cr
Alpha – 1 Year
−3.04%
22.15%
Alpha – 3 Years
1.82%
7.46%
Information Ratio – 3 Years
0.34
1.55
Volatility – 1 Year
15.80%
22.56%
Volatility – 3 Years
15.64%
18.01%
Beta – 1 Year
0.86
1.10
Beta – 3 Years
0.97
0.98
Sharpe Ratio – 1 Year
-0.15
0.85
Sharpe Ratio – 3 Years
0.71
1.07
Worst Rolling Year
15.78%
7.49%
Value at Worst Rolling Year
₹1.16 Cr
₹1.07 Cr
Deepest Drawdown
−18.40%
−21.44%
Recovery Period
275 days
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.35%
17.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
16
Portfolio P/E
—
—
Top 5 Holdings
—
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
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 1%