Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Dividend Yield Fund vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Dividend Yield Fund
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.23%
3.10%
6 Months
20.17%
24.70%
1 Year
23.99%
21.80%
3 Years
27.20%
16.46%
5 Years
23.84%
12.29%
Since Inception
30.10%
17.31%
Fund Age
6 yrs 10 mo
7 yrs 2 mo
AUM
₹35.35 Cr
₹328.39 Cr
Alpha – 1 Year
21.01%
22.15%
Alpha – 3 Years
15.30%
7.46%
Information Ratio – 3 Years
0.93
1.55
Volatility – 1 Year
22.70%
22.56%
Volatility – 3 Years
22.95%
18.01%
Beta – 1 Year
1.18
1.10
Beta – 3 Years
1.16
0.98
Sharpe Ratio – 1 Year
0.81
0.85
Sharpe Ratio – 3 Years
0.94
1.07
Worst Rolling Year
23.60%
7.49%
Value at Worst Rolling Year
₹1.24 Cr
₹1.07 Cr
Deepest Drawdown
−22.14%
−21.44%
Recovery Period
199 days
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
32.98%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 23% · M 14% · S 63%
—
Number of Stocks
28
16
Portfolio P/E
19.32
—
Top 5 Holdings
Vedanta Ltd · 11.17%
Great Eastern Shipping Company Ltd · 7.63%
Alivus Life Sciences Ltd · 6.86%
Cash & Cash Equivalent · 6.86%
Banco Products (India) Ltd · 6.74%
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
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 1%