Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.64%
3.10%
6 Months
21.51%
24.70%
1 Year
15.87%
21.80%
3 Years
14.38%
16.46%
5 Years
17.96%
12.29%
Since Inception
16.82%
17.31%
Fund Age
8 yrs 9 mo
7 yrs 2 mo
AUM
₹1,503.25 Cr
₹328.39 Cr
Alpha – 1 Year
11.15%
22.15%
Alpha – 3 Years
2.29%
7.46%
Information Ratio – 3 Years
0.39
1.55
Volatility – 1 Year
27.51%
22.56%
Volatility – 3 Years
22.70%
18.01%
Beta – 1 Year
1.48
1.10
Beta – 3 Years
1.25
0.98
Sharpe Ratio – 1 Year
0.47
0.85
Sharpe Ratio – 3 Years
0.50
1.07
Worst Rolling Year
1.64%
7.49%
Value at Worst Rolling Year
₹1.02 Cr
₹1.07 Cr
Deepest Drawdown
−24.39%
−21.44%
Recovery Period
122 days
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
—
Number of Stocks
17
16
Portfolio P/E
—
—
Top 5 Holdings
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
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
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 1%