Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Capital Builder vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Capital Builder
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.99%
3.10%
6 Months
8.53%
24.70%
1 Year
11.64%
21.80%
3 Years
17.19%
16.46%
5 Years
15.63%
12.29%
Since Inception
16.41%
17.31%
Fund Age
13 yrs 4 mo
7 yrs 2 mo
AUM
₹575.07 Cr
₹328.39 Cr
Alpha – 1 Year
6.92%
22.15%
Alpha – 3 Years
5.10%
7.46%
Information Ratio – 3 Years
0.78
1.55
Volatility – 1 Year
17.51%
22.56%
Volatility – 3 Years
14.23%
18.01%
Beta – 1 Year
0.92
1.10
Beta – 3 Years
0.84
0.98
Sharpe Ratio – 1 Year
0.42
0.85
Sharpe Ratio – 3 Years
0.84
1.07
Worst Rolling Year
-7.95%
7.49%
Value at Worst Rolling Year
₹0.92 Cr
₹1.07 Cr
Deepest Drawdown
−14.61%
−21.44%
Recovery Period
122 days
123 days
1-Year Rolling Windows Positive
93.59%
100.00%
Median Rolling Year
16.55%
17.12%
5-Year Rolling Windows Positive
99.01%
100.00%
Market-Cap Mix
L 61% · M 15% · S 25%
—
Number of Stocks
—
16
Portfolio P/E
—
—
Top 5 Holdings
Divis Laboratories Ltd · 8.60%
ICICI Bank Ltd · 8.10%
HDFC Bank Ltd · 7.60%
Federal Bank Ltd · 7.20%
Eternal Ltd · 6.20%
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)
—
2% / 1% / 1%