Portfolio Management Services (PMS)Compare Schemes
Equentis Concentrated Portfolio vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Equentis Concentrated Portfolio
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.11%
3.10%
6 Months
6.51%
24.70%
1 Year
4.40%
21.80%
3 Years
—
16.46%
5 Years
—
12.29%
Since Inception
5.71%
17.31%
Fund Age
18 mo
7 yrs 2 mo
AUM
₹24.25 Cr
₹328.39 Cr
Alpha – 1 Year
4.75%
22.15%
Alpha – 3 Years
—
7.46%
Information Ratio – 3 Years
—
1.55
Volatility – 1 Year
15.94%
22.56%
Volatility – 3 Years
—
18.01%
Beta – 1 Year
0.93
1.10
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
0.02
0.85
Sharpe Ratio – 3 Years
—
1.07
Worst Rolling Year
—
7.49%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−14.84%
−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
L 56% · M 22% · S 19%
—
Number of Stocks
59
16
Portfolio P/E
41.96
—
Top 5 Holdings
Cash & Cash Equivalent · 7.76%
State Bank of India · 4.90%
Nippon India ETF Nifty PSU Bank BeES · 4.32%
Lenskart Solutions Ltd · 3.99%
ICICI Pru Nifty Metal ETF · 3.85%
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 · 30.22%
Consumer Services · 10.32%
Healthcare · 9.79%
—
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 1%