Portfolio Management Services (PMS)Compare Schemes
ASK - Growth vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
ASK - Growth
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
2.48%
3.10%
6 Months
−4.38%
24.70%
1 Year
−4.58%
21.80%
3 Years
4.80%
16.46%
5 Years
3.85%
12.29%
Since Inception
17.02%
17.31%
Fund Age
25 yrs 6 mo
7 yrs 2 mo
AUM
₹724.64 Cr
₹328.39 Cr
Alpha – 1 Year
−7.56%
22.15%
Alpha – 3 Years
−7.08%
7.46%
Information Ratio – 3 Years
-1.30
1.55
Volatility – 1 Year
16.92%
22.56%
Volatility – 3 Years
16.49%
18.01%
Beta – 1 Year
0.94
1.10
Beta – 3 Years
1.01
0.98
Sharpe Ratio – 1 Year
-0.52
0.85
Sharpe Ratio – 3 Years
0.04
1.07
Worst Rolling Year
-12.59%
7.49%
Value at Worst Rolling Year
₹0.87 Cr
₹1.07 Cr
Deepest Drawdown
−23.98%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
95.35%
100.00%
Median Rolling Year
15.09%
17.12%
5-Year Rolling Windows Positive
98.79%
100.00%
Market-Cap Mix
L 55% · M 22% · S 19%
—
Number of Stocks
22
16
Portfolio P/E
32.63
—
Top 5 Holdings
HDFC Bank Ltd · 9.96%
Eternal Ltd · 6.92%
CreditAccess Grameen Ltd · 6.64%
Kotak Mahindra Bank Ltd · 5.98%
Torrent Power Ltd · 5.41%
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 · 33.39%
Consumer Services · 11.99%
Information Technology · 7.69%
—
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%