Portfolio Management Services (PMS)Compare Schemes
ASK-EOP vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
ASK-EOP
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.83%
3.10%
6 Months
−2.22%
24.70%
1 Year
−4.46%
21.80%
3 Years
4.69%
16.46%
5 Years
4.88%
12.29%
Since Inception
9.48%
17.31%
Fund Age
8 yrs 11 mo
7 yrs 2 mo
AUM
₹242.51 Cr
₹328.39 Cr
Alpha – 1 Year
−7.44%
22.15%
Alpha – 3 Years
−7.19%
7.46%
Information Ratio – 3 Years
-1.12
1.55
Volatility – 1 Year
16.89%
22.56%
Volatility – 3 Years
18.01%
18.01%
Beta – 1 Year
0.95
1.10
Beta – 3 Years
1.07
0.98
Sharpe Ratio – 1 Year
-0.51
0.85
Sharpe Ratio – 3 Years
0.04
1.07
Worst Rolling Year
2.18%
7.49%
Value at Worst Rolling Year
₹1.02 Cr
₹1.07 Cr
Deepest Drawdown
−24.10%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.69%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 53% · S 34%
—
Number of Stocks
34
16
Portfolio P/E
41.30
—
Top 5 Holdings
ABB India Ltd · 5.36%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.11%
Supreme Industries Ltd · 3.82%
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 · 26.16%
Capital Goods · 13.94%
Healthcare · 9.57%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 1%