Portfolio Management Services (PMS)Compare Schemes
Estee-I-Alpha vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Estee-I-Alpha
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 7.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.25%
3.10%
6 Months
3.36%
24.70%
1 Year
7.71%
21.80%
3 Years
10.42%
16.46%
5 Years
9.09%
12.29%
Since Inception
10.42%
17.31%
Fund Age
16 yrs 11 mo
7 yrs 2 mo
AUM
₹257.93 Cr
₹328.39 Cr
Alpha – 1 Year
0.40%
22.15%
Alpha – 3 Years
2.97%
7.46%
Information Ratio – 3 Years
2.62
1.55
Volatility – 1 Year
1.99%
22.56%
Volatility – 3 Years
1.94%
18.01%
Beta – 1 Year
0.35
1.10
Beta – 3 Years
0.35
0.98
Sharpe Ratio – 1 Year
1.45
0.85
Sharpe Ratio – 3 Years
3.79
1.07
Worst Rolling Year
7.00%
7.49%
Value at Worst Rolling Year
₹1.07 Cr
₹1.07 Cr
Deepest Drawdown
—
−21.44%
Recovery Period
—
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.56%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
16
Portfolio P/E
—
—
Top 5 Holdings
HDFC Bank Ltd · 5.03%
ICICI Bank Ltd · 3.21%
Kotak Mahindra Bank Ltd · 1.04%
IndusInd Bank Ltd · 0.97%
SBI · 0.72%
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)
0% / 0% / 0%
2% / 1% / 1%