Portfolio Management Services (PMS)Compare Schemes
Dynamic Equities-Bluechip vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Dynamic Equities-Bluechip
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.20%
3.10%
6 Months
17.44%
24.70%
1 Year
18.10%
21.80%
3 Years
—
16.46%
5 Years
—
12.29%
Since Inception
21.12%
17.31%
Fund Age
2 yrs 5 mo
7 yrs 2 mo
AUM
₹83.78 Cr
₹328.39 Cr
Alpha – 1 Year
18.45%
22.15%
Alpha – 3 Years
—
7.46%
Information Ratio – 3 Years
—
1.55
Volatility – 1 Year
19.94%
22.56%
Volatility – 3 Years
—
18.01%
Beta – 1 Year
0.87
1.10
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
0.66
0.85
Sharpe Ratio – 3 Years
—
1.07
Worst Rolling Year
—
7.49%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−12.14%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
24
16
Portfolio P/E
53.08
—
Top 5 Holdings
—
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
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 1%