Portfolio Management Services (PMS)Compare Schemes
Marcellus -MeritorQ - PMS vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Marcellus -MeritorQ - PMS
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
3.10%
6 Months
5.19%
24.70%
1 Year
−0.45%
21.80%
3 Years
11.72%
16.46%
5 Years
—
12.29%
Since Inception
12.62%
17.31%
Fund Age
3 yrs 8 mo
7 yrs 2 mo
AUM
₹42.96 Cr
₹328.39 Cr
Alpha – 1 Year
−3.43%
22.15%
Alpha – 3 Years
−0.17%
7.46%
Information Ratio – 3 Years
-0.16
1.55
Volatility – 1 Year
16.93%
22.56%
Volatility – 3 Years
15.20%
18.01%
Beta – 1 Year
0.92
1.10
Beta – 3 Years
0.91
0.98
Sharpe Ratio – 1 Year
-0.27
0.85
Sharpe Ratio – 3 Years
0.45
1.07
Worst Rolling Year
11.64%
7.49%
Value at Worst Rolling Year
₹1.12 Cr
₹1.07 Cr
Deepest Drawdown
−20.38%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.01%
17.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 39% · M 39% · S 22%
—
Number of Stocks
—
16
Portfolio P/E
—
—
Top 5 Holdings
Bharti Airtel Ltd · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
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
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 1%