Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential PMS Growth Leaders Strategy vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
ICICI Prudential PMS Growth Leaders Strategy
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.13%
3.10%
6 Months
4.45%
24.70%
1 Year
9.07%
21.80%
3 Years
17.41%
16.46%
5 Years
13.90%
12.29%
Since Inception
12.23%
17.31%
Fund Age
25 yrs 8 mo
7 yrs 2 mo
AUM
₹1,659.64 Cr
₹328.39 Cr
Alpha – 1 Year
4.35%
22.15%
Alpha – 3 Years
5.32%
7.46%
Information Ratio – 3 Years
1.35
1.55
Volatility – 1 Year
16.92%
22.56%
Volatility – 3 Years
15.61%
18.01%
Beta – 1 Year
0.95
1.10
Beta – 3 Years
0.99
0.98
Sharpe Ratio – 1 Year
0.28
0.85
Sharpe Ratio – 3 Years
0.78
1.07
Worst Rolling Year
-11.28%
7.49%
Value at Worst Rolling Year
₹0.89 Cr
₹1.07 Cr
Deepest Drawdown
−20.82%
−21.44%
Recovery Period
521 days
123 days
1-Year Rolling Windows Positive
89.60%
100.00%
Median Rolling Year
15.37%
17.12%
5-Year Rolling Windows Positive
93.68%
100.00%
Market-Cap Mix
L 58% · M 17% · S 24%
—
Number of Stocks
37
16
Portfolio P/E
28.58
—
Top 5 Holdings
ICICI Bank Ltd · 6.05%
FSN E-Commerce Ventures Ltd · 5.03%
Bharti Airtel Ltd · 4.92%
State Bank of India · 4.85%
Eternal Ltd · 4.72%
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
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 1%