Portfolio Management Services (PMS)Compare Schemes
JM-Apex vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
JM-Apex
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
5.10%
3.10%
6 Months
17.39%
24.70%
1 Year
20.93%
21.80%
3 Years
17.01%
16.46%
5 Years
—
12.29%
Since Inception
19.54%
17.31%
Fund Age
3 yrs 6 mo
7 yrs 2 mo
AUM
₹615.02 Cr
₹328.39 Cr
Alpha – 1 Year
16.21%
22.15%
Alpha – 3 Years
4.92%
7.46%
Information Ratio – 3 Years
—
1.55
Volatility – 1 Year
19.36%
22.56%
Volatility – 3 Years
18.51%
18.01%
Beta – 1 Year
1.01
1.10
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
0.81
0.85
Sharpe Ratio – 3 Years
0.72
1.07
Worst Rolling Year
—
7.49%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−14.79%
−21.44%
Recovery Period
45 days
123 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
16
Portfolio P/E
—
—
Top 5 Holdings
CG Power & Industrial Solutions Ltd · 0.00%
E2E Networks Ltd · 0.00%
Polycab India Ltd · 0.00%
Angel One Ltd · 0.00%
Knowledge Marine & Engineering Works Ltd · 0.00%
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
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 1% / 1%