Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
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
2.10%
3.10%
6 Months
7.76%
24.70%
1 Year
8.69%
21.80%
3 Years
14.17%
16.46%
5 Years
—
12.29%
Since Inception
18.23%
17.31%
Fund Age
3 yrs 4 mo
7 yrs 2 mo
AUM
₹10.3 Cr
₹328.39 Cr
Alpha – 1 Year
3.97%
22.15%
Alpha – 3 Years
2.09%
7.46%
Information Ratio – 3 Years
1.14
1.55
Volatility – 1 Year
18.17%
22.56%
Volatility – 3 Years
15.44%
18.01%
Beta – 1 Year
1.03
1.10
Beta – 3 Years
0.99
0.98
Sharpe Ratio – 1 Year
0.32
0.85
Sharpe Ratio – 3 Years
0.69
1.07
Worst Rolling Year
13.56%
7.49%
Value at Worst Rolling Year
₹1.14 Cr
₹1.07 Cr
Deepest Drawdown
−19.52%
−21.44%
Recovery Period
518 days
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.40%
17.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
15
16
Portfolio P/E
—
—
Top 5 Holdings
Kotak Multi Cap Fund - Direct (G) · 7.30%
DSP Small Cap Fund - Direct (G) · 6.91%
HDFC Small Cap Fund - Direct (G) · 6.79%
Motilal Oswal Large and Midcap Fund - Dir (G) · 6.78%
HDFC Focused Fund - Direct (G) · 6.75%
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
1.10% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 1%