Portfolio Management Services (PMS)Compare Schemes
ASK-IVP vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
ASK-IVP
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
1.91%
3.10%
6 Months
−1.55%
24.70%
1 Year
2.26%
21.80%
3 Years
3.37%
16.46%
5 Years
4.66%
12.29%
Since Inception
9.07%
17.31%
Fund Age
6 yrs 8 mo
7 yrs 2 mo
AUM
₹55.15 Cr
₹328.39 Cr
Alpha – 1 Year
−0.72%
22.15%
Alpha – 3 Years
−8.51%
7.46%
Information Ratio – 3 Years
-1.16
1.55
Volatility – 1 Year
17.30%
22.56%
Volatility – 3 Years
16.20%
18.01%
Beta – 1 Year
0.96
1.10
Beta – 3 Years
0.96
0.98
Sharpe Ratio – 1 Year
-0.10
0.85
Sharpe Ratio – 3 Years
-0.05
1.07
Worst Rolling Year
0.65%
7.49%
Value at Worst Rolling Year
₹1.01 Cr
₹1.07 Cr
Deepest Drawdown
−23.57%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
99.70%
100.00%
Median Rolling Year
10.16%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 62% · M 31% · S 6%
—
Number of Stocks
26
16
Portfolio P/E
31.94
—
Top 5 Holdings
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.33%
Infosys Ltd · 6.11%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.18%
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 · 27.34%
Automobile and Auto Components · 16.15%
Capital Goods · 13.35%
—
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%