Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Compounder Strategy vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Compounder Strategy
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.57%
3.10%
6 Months
15.76%
24.70%
1 Year
22.36%
21.80%
3 Years
23.83%
16.46%
5 Years
17.53%
12.29%
Since Inception
20.07%
17.31%
Fund Age
7 yrs 3 mo
7 yrs 2 mo
AUM
₹2,271.9 Cr
₹328.39 Cr
Alpha – 1 Year
17.64%
22.15%
Alpha – 3 Years
11.75%
7.46%
Information Ratio – 3 Years
1.40
1.55
Volatility – 1 Year
21.11%
22.56%
Volatility – 3 Years
18.96%
18.01%
Beta – 1 Year
1.17
1.10
Beta – 3 Years
1.12
0.98
Sharpe Ratio – 1 Year
0.81
0.85
Sharpe Ratio – 3 Years
0.96
1.07
Worst Rolling Year
10.25%
7.49%
Value at Worst Rolling Year
₹1.10 Cr
₹1.07 Cr
Deepest Drawdown
−19.83%
−21.44%
Recovery Period
123 days
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.55%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 30% · M 46% · S 22%
—
Number of Stocks
30
16
Portfolio P/E
29.80
—
Top 5 Holdings
Aditya Birla Capital Ltd · 10.17%
Laurus Labs Ltd · 8.63%
Biocon Ltd · 7.50%
One 97 Communications Ltd · 4.59%
Bharat Heavy Electricals Ltd · 4.29%
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
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 1%