Portfolio Management Services (PMS)Compare Schemes
Composite India - GARP Fund vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Composite India - GARP Fund
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.8%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.99%
3.10%
6 Months
22.77%
24.70%
1 Year
24.21%
21.80%
3 Years
13.20%
16.46%
5 Years
12.56%
12.29%
Since Inception
18.69%
17.31%
Fund Age
7 yrs 4 mo
7 yrs 2 mo
AUM
₹114.64 Cr
₹328.39 Cr
Alpha – 1 Year
19.49%
22.15%
Alpha – 3 Years
1.43%
7.46%
Information Ratio – 3 Years
0.12
1.55
Volatility – 1 Year
24.82%
22.56%
Volatility – 3 Years
21.64%
18.01%
Beta – 1 Year
1.34
1.10
Beta – 3 Years
1.13
0.98
Sharpe Ratio – 1 Year
0.78
0.85
Sharpe Ratio – 3 Years
0.46
1.07
Worst Rolling Year
10.43%
7.49%
Value at Worst Rolling Year
₹1.10 Cr
₹1.07 Cr
Deepest Drawdown
−24.42%
−21.44%
Recovery Period
92 days
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.16%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 28% · S 47%
—
Number of Stocks
32
16
Portfolio P/E
37.13
—
Top 5 Holdings
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
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 · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
—
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%