Portfolio Management Services (PMS)Compare Schemes
Envision Capital - India Opportunities vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Envision Capital - India Opportunities
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
3.39%
3.10%
6 Months
19.31%
24.70%
1 Year
11.21%
21.80%
3 Years
13.34%
16.46%
5 Years
15.02%
12.29%
Since Inception
17.08%
17.31%
Fund Age
5 yrs 4 mo
7 yrs 2 mo
AUM
₹135.65 Cr
₹328.39 Cr
Alpha – 1 Year
6.49%
22.15%
Alpha – 3 Years
1.25%
7.46%
Information Ratio – 3 Years
0.12
1.55
Volatility – 1 Year
20.71%
22.56%
Volatility – 3 Years
17.79%
18.01%
Beta – 1 Year
1.05
1.10
Beta – 3 Years
0.97
0.98
Sharpe Ratio – 1 Year
0.35
0.85
Sharpe Ratio – 3 Years
0.50
1.07
Worst Rolling Year
12.49%
7.49%
Value at Worst Rolling Year
₹1.12 Cr
₹1.07 Cr
Deepest Drawdown
−25.10%
−21.44%
Recovery Period
493 days
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.71%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 18% · M 24% · S 55%
—
Number of Stocks
—
16
Portfolio P/E
—
—
Top 5 Holdings
Eternal Ltd · 5.00%
Reliance Industries Ltd · 4.50%
Cartrade Tech Ltd · 4.50%
FSN E-Commerce Ventures Ltd · 4.10%
One 97 Communications Ltd · 3.80%
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
1.75% / yr
2.50% / yr
Performance Fee / Plan
10% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 1%