Portfolio Management Services (PMS)Compare Schemes
Karvy Capital - Excel vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Karvy Capital - Excel
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 9.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.53%
3.10%
6 Months
5.22%
24.70%
1 Year
8.94%
21.80%
3 Years
10.33%
16.46%
5 Years
10.77%
12.29%
Since Inception
10.49%
17.31%
Fund Age
9 yrs 9 mo
7 yrs 2 mo
AUM
₹67.62 Cr
₹328.39 Cr
Alpha – 1 Year
−0.44%
22.15%
Alpha – 3 Years
0.76%
7.46%
Information Ratio – 3 Years
0.44
1.55
Volatility – 1 Year
2.31%
22.56%
Volatility – 3 Years
1.38%
18.01%
Beta – 1 Year
0.41
1.10
Beta – 3 Years
0.46
0.98
Sharpe Ratio – 1 Year
1.46
0.85
Sharpe Ratio – 3 Years
3.36
1.07
Worst Rolling Year
9.87%
7.49%
Value at Worst Rolling Year
₹1.10 Cr
₹1.07 Cr
Deepest Drawdown
—
−21.44%
Recovery Period
—
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
10.78%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
Number of Stocks
17
16
Portfolio P/E
—
—
Top 5 Holdings
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
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
Others · 99.75%
Government · 0.23%
—
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 1%