Portfolio Management Services (PMS)Compare Schemes
ASK - ISP vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
ASK - ISP
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
−4.44%
24.70%
1 Year
−4.32%
21.80%
3 Years
3.67%
16.46%
5 Years
4.35%
12.29%
Since Inception
13.19%
17.31%
Fund Age
16 yrs 6 mo
7 yrs 2 mo
AUM
₹953.19 Cr
₹328.39 Cr
Alpha – 1 Year
−7.30%
22.15%
Alpha – 3 Years
−8.21%
7.46%
Information Ratio – 3 Years
-1.44
1.55
Volatility – 1 Year
16.93%
22.56%
Volatility – 3 Years
16.57%
18.01%
Beta – 1 Year
0.95
1.10
Beta – 3 Years
1.02
0.98
Sharpe Ratio – 1 Year
-0.50
0.85
Sharpe Ratio – 3 Years
-0.03
1.07
Worst Rolling Year
-3.66%
7.49%
Value at Worst Rolling Year
₹0.96 Cr
₹1.07 Cr
Deepest Drawdown
−24.45%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
98.35%
100.00%
Median Rolling Year
12.64%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 23% · S 20%
—
Number of Stocks
21
16
Portfolio P/E
34.55
—
Top 5 Holdings
HDFC Bank Ltd · 9.51%
Eternal Ltd · 7.16%
CreditAccess Grameen Ltd · 6.97%
Kotak Mahindra Bank Ltd · 6.20%
Torrent Power Ltd · 5.63%
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 · 33.89%
Consumer Services · 12.45%
Automobile and Auto Components · 7.01%
—
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%