Portfolio Management Services (PMS)Compare Schemes
Ksema - Multicap vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Ksema - Multicap
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
0.82%
3.10%
6 Months
2.65%
24.70%
1 Year
10.76%
21.80%
3 Years
12.77%
16.46%
5 Years
14.58%
12.29%
Since Inception
17.50%
17.31%
Fund Age
7 yrs 7 mo
7 yrs 2 mo
AUM
₹83.87 Cr
₹328.39 Cr
Alpha – 1 Year
11.11%
22.15%
Alpha – 3 Years
3.77%
7.46%
Information Ratio – 3 Years
0.46
1.55
Volatility – 1 Year
18.53%
22.56%
Volatility – 3 Years
17.03%
18.01%
Beta – 1 Year
1.11
1.10
Beta – 3 Years
1.11
0.98
Sharpe Ratio – 1 Year
0.36
0.85
Sharpe Ratio – 3 Years
0.48
1.07
Worst Rolling Year
12.58%
7.49%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−20.55%
−21.44%
Recovery Period
518 days
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 54% · M 18% · S 28%
—
Number of Stocks
51
16
Portfolio P/E
23.77
—
Top 5 Holdings
ICICI Bank Ltd · 6.61%
State Bank of India · 5.04%
Reliance Industries Ltd · 5.03%
HDFC Bank Ltd · 4.64%
Larsen & Toubro Ltd · 4.21%
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 · 29.38%
Capital Goods · 20.74%
Automobile and Auto Components · 12.58%
—
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%