Portfolio Management Services (PMS)Compare Schemes
GREEN PORTFOLIO - The Green Ethical Fund vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
GREEN PORTFOLIO - The Green Ethical Fund
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.65%
3.10%
6 Months
36.06%
24.70%
1 Year
18.40%
21.80%
3 Years
—
16.46%
5 Years
—
12.29%
Since Inception
10.79%
17.31%
Fund Age
2 yrs 1 mo
7 yrs 2 mo
AUM
₹36.18 Cr
₹328.39 Cr
Alpha – 1 Year
15.42%
22.15%
Alpha – 3 Years
—
7.46%
Information Ratio – 3 Years
—
1.55
Volatility – 1 Year
30.13%
22.56%
Volatility – 3 Years
—
18.01%
Beta – 1 Year
1.44
1.10
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
0.51
0.85
Sharpe Ratio – 3 Years
—
1.07
Worst Rolling Year
—
7.49%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−21.62%
−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 28% · M 20% · S 30%
—
Number of Stocks
41
16
Portfolio P/E
38.26
—
Top 5 Holdings
Cash & Cash Equivalent · 8.37%
HFCL Ltd · 8.02%
Bharat Forge Ltd · 5.67%
Kalyani Steels Ltd · 4.38%
Steel Strips Wheels Ltd · 4.28%
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%