Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
3.10%
6 Months
26.95%
24.70%
1 Year
13.12%
21.80%
3 Years
17.80%
16.46%
5 Years
15.04%
12.29%
Since Inception
22.70%
17.31%
Fund Age
8 yrs
7 yrs 2 mo
AUM
₹357.26 Cr
₹328.39 Cr
Alpha – 1 Year
10.14%
22.15%
Alpha – 3 Years
5.90%
7.46%
Information Ratio – 3 Years
0.31
1.55
Volatility – 1 Year
32.38%
22.56%
Volatility – 3 Years
25.45%
18.01%
Beta – 1 Year
1.68
1.10
Beta – 3 Years
1.37
0.98
Sharpe Ratio – 1 Year
0.36
0.85
Sharpe Ratio – 3 Years
0.56
1.07
Worst Rolling Year
11.19%
7.49%
Value at Worst Rolling Year
₹1.11 Cr
₹1.07 Cr
Deepest Drawdown
−26.50%
−21.44%
Recovery Period
80 days
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
27.28%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 19% · S 59%
—
Number of Stocks
42
16
Portfolio P/E
42.01
—
Top 5 Holdings
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
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%