Portfolio Management Services (PMS)Compare Schemes
Invesco - Caterpillar vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Invesco - Caterpillar
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.09%
3.10%
6 Months
12.77%
24.70%
1 Year
18.71%
21.80%
3 Years
16.31%
16.46%
5 Years
16.50%
12.29%
Since Inception
12.31%
17.31%
Fund Age
20 yrs 2 mo
7 yrs 2 mo
AUM
₹81.03 Cr
₹328.39 Cr
Alpha – 1 Year
13.99%
22.15%
Alpha – 3 Years
4.22%
7.46%
Information Ratio – 3 Years
0.46
1.55
Volatility – 1 Year
18.60%
22.56%
Volatility – 3 Years
18.73%
18.01%
Beta – 1 Year
0.98
1.10
Beta – 3 Years
1.07
0.98
Sharpe Ratio – 1 Year
0.73
0.85
Sharpe Ratio – 3 Years
0.63
1.07
Worst Rolling Year
-17.65%
7.49%
Value at Worst Rolling Year
₹0.82 Cr
₹1.07 Cr
Deepest Drawdown
−25.73%
−21.44%
Recovery Period
498 days
123 days
1-Year Rolling Windows Positive
76.16%
100.00%
Median Rolling Year
14.50%
17.12%
5-Year Rolling Windows Positive
86.34%
100.00%
Market-Cap Mix
L 18% · M 28% · S 49%
—
Number of Stocks
23
16
Portfolio P/E
43.00
—
Top 5 Holdings
Bharat Electronics Ltd · 7.15%
Karur Vysya Bank Ltd · 6.63%
Netweb Technologies India Ltd · 6.53%
Eternal Ltd · 6.38%
Federal Bank Ltd · 6.06%
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
Financial Services · 25.84%
Capital Goods · 17.16%
Healthcare · 13.94%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 1%