Portfolio Management Services (PMS)Compare Schemes
Eureka signature approach vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Eureka signature approach
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.53%
3.10%
6 Months
8.20%
24.70%
1 Year
10.87%
21.80%
3 Years
16.09%
16.46%
5 Years
14.49%
12.29%
Since Inception
9.93%
17.31%
Fund Age
8 yrs 9 mo
7 yrs 2 mo
AUM
₹64.23 Cr
₹328.39 Cr
Alpha – 1 Year
7.11%
22.15%
Alpha – 3 Years
5.20%
7.46%
Information Ratio – 3 Years
0.63
1.55
Volatility – 1 Year
21.13%
22.56%
Volatility – 3 Years
19.82%
18.01%
Beta – 1 Year
1.16
1.10
Beta – 3 Years
1.20
0.98
Sharpe Ratio – 1 Year
0.35
0.85
Sharpe Ratio – 3 Years
0.59
1.07
Worst Rolling Year
-6.69%
7.49%
Value at Worst Rolling Year
₹0.93 Cr
₹1.07 Cr
Deepest Drawdown
−22.93%
−21.44%
Recovery Period
496 days
123 days
1-Year Rolling Windows Positive
90.85%
100.00%
Median Rolling Year
19.50%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 25% · S 42%
—
Number of Stocks
42
16
Portfolio P/E
23.92
—
Top 5 Holdings
Sansera Engineering Ltd · 3.63%
Larsen & Toubro Ltd · 3.53%
Divis Laboratories Ltd · 3.36%
Tsf Investments Ltd · 3.01%
Jio Financial Services Ltd · 2.82%
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)
1% / 1% / –
2% / 1% / 1%