Portfolio Management Services (PMS)Compare Schemes
Ksema - Alpha vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Ksema - Alpha
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.08%
3.10%
6 Months
1.74%
24.70%
1 Year
10.49%
21.80%
3 Years
12.80%
16.46%
5 Years
12.91%
12.29%
Since Inception
15.37%
17.31%
Fund Age
7 yrs 7 mo
7 yrs 2 mo
AUM
₹15.96 Cr
₹328.39 Cr
Alpha – 1 Year
10.84%
22.15%
Alpha – 3 Years
3.80%
7.46%
Information Ratio – 3 Years
0.47
1.55
Volatility – 1 Year
19.22%
22.56%
Volatility – 3 Years
17.53%
18.01%
Beta – 1 Year
1.18
1.10
Beta – 3 Years
1.15
0.98
Sharpe Ratio – 1 Year
0.34
0.85
Sharpe Ratio – 3 Years
0.48
1.07
Worst Rolling Year
12.46%
7.49%
Value at Worst Rolling Year
₹1.12 Cr
₹1.07 Cr
Deepest Drawdown
−19.38%
−21.44%
Recovery Period
275 days
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.63%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 64% · M 15% · S 21%
—
Number of Stocks
38
16
Portfolio P/E
24.65
—
Top 5 Holdings
ICICI Bank Ltd · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
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 · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 1%