Portfolio Management Services (PMS)Compare Schemes
ASK - FOP vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
ASK - FOP
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.10%
3.10%
6 Months
−7.28%
24.70%
1 Year
1.15%
21.80%
3 Years
9.13%
16.46%
5 Years
7.36%
12.29%
Since Inception
8.07%
17.31%
Fund Age
8 yrs 1 mo
7 yrs 2 mo
AUM
₹172.71 Cr
₹328.39 Cr
Alpha – 1 Year
1.58%
22.15%
Alpha – 3 Years
0.57%
7.46%
Information Ratio – 3 Years
0.09
1.55
Volatility – 1 Year
24.79%
22.56%
Volatility – 3 Years
18.71%
18.01%
Beta – 1 Year
1.50
1.10
Beta – 3 Years
1.16
0.98
Sharpe Ratio – 1 Year
-0.05
0.85
Sharpe Ratio – 3 Years
0.27
1.07
Worst Rolling Year
0.74%
7.49%
Value at Worst Rolling Year
₹1.01 Cr
₹1.07 Cr
Deepest Drawdown
−19.52%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
99.89%
100.00%
Median Rolling Year
10.27%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 17% · S 30%
—
Number of Stocks
23
16
Portfolio P/E
21.42
—
Top 5 Holdings
HDFC Bank Ltd · 14.03%
ICICI Bank Ltd · 12.47%
Bandhan Bank Ltd · 7.36%
RBL Bank Ltd · 6.07%
Home First Finance Company India Ltd · 5.20%
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 · 99.31%
—
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%