Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - MNC PMS vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - MNC PMS
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.15%
3.10%
6 Months
9.28%
24.70%
1 Year
4.13%
21.80%
3 Years
7.71%
16.46%
5 Years
8.27%
12.29%
Since Inception
11.49%
17.31%
Fund Age
8 yrs 5 mo
7 yrs 2 mo
AUM
₹123.55 Cr
₹328.39 Cr
Alpha – 1 Year
−0.59%
22.15%
Alpha – 3 Years
−4.38%
7.46%
Information Ratio – 3 Years
-0.33
1.55
Volatility – 1 Year
21.50%
22.56%
Volatility – 3 Years
16.95%
18.01%
Beta – 1 Year
1.12
1.10
Beta – 3 Years
0.97
0.98
Sharpe Ratio – 1 Year
-0.02
0.85
Sharpe Ratio – 3 Years
0.26
1.07
Worst Rolling Year
7.04%
7.49%
Value at Worst Rolling Year
₹1.07 Cr
₹1.07 Cr
Deepest Drawdown
−24.41%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.95%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 29% · M 38% · S 31%
—
Number of Stocks
20
16
Portfolio P/E
49.58
—
Top 5 Holdings
Cummins India Ltd · 7.76%
Nippon Life India Asset Management Ltd · 7.76%
Maruti Suzuki India Ltd · 6.59%
Siemens Energy India Ltd · 6.47%
Glaxosmithkline Pharmaceuticals Ltd · 5.89%
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
Capital Goods · 31.78%
Fast Moving Consumer Goods · 20.06%
Financial Services · 18.01%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 1%