Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Blue-chip vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Blue-chip
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
−2.58%
3.10%
6 Months
1.87%
24.70%
1 Year
8.68%
21.80%
3 Years
16.60%
16.46%
5 Years
15.36%
12.29%
Since Inception
12.51%
17.31%
Fund Age
8 yrs 8 mo
7 yrs 2 mo
AUM
₹4.55 Cr
₹328.39 Cr
Alpha – 1 Year
3.96%
22.15%
Alpha – 3 Years
4.51%
7.46%
Information Ratio – 3 Years
0.64
1.55
Volatility – 1 Year
15.98%
22.56%
Volatility – 3 Years
15.76%
18.01%
Beta – 1 Year
0.87
1.10
Beta – 3 Years
0.94
0.98
Sharpe Ratio – 1 Year
0.27
0.85
Sharpe Ratio – 3 Years
0.72
1.07
Worst Rolling Year
1.47%
7.49%
Value at Worst Rolling Year
₹1.01 Cr
₹1.07 Cr
Deepest Drawdown
−17.84%
−21.44%
Recovery Period
136 days
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.72%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 68% · M 14% · S 12%
—
Number of Stocks
14
16
Portfolio P/E
31.16
—
Top 5 Holdings
Cash & Cash Equivalent · 15.72%
Ambuja Cements Ltd · 9.65%
Reliance Industries Ltd · 8.91%
Havells India Ltd · 8.83%
ICICI Bank Ltd · 7.45%
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 · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
—
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%