Portfolio Management Services (PMS)Compare Schemes
Maximal Income Fund vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Maximal Income Fund
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 5.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.24%
3.10%
6 Months
7.09%
24.70%
1 Year
17.57%
21.80%
3 Years
20.39%
16.46%
5 Years
—
12.29%
Since Inception
19.75%
17.31%
Fund Age
4 yrs 2 mo
7 yrs 2 mo
AUM
₹49.8 Cr
₹328.39 Cr
Alpha – 1 Year
16.32%
22.15%
Alpha – 3 Years
14.92%
7.46%
Information Ratio – 3 Years
1.66
1.55
Volatility – 1 Year
7.36%
22.56%
Volatility – 3 Years
8.69%
18.01%
Beta – 1 Year
1.50
1.10
Beta – 3 Years
0.91
0.98
Sharpe Ratio – 1 Year
1.55
0.85
Sharpe Ratio – 3 Years
1.63
1.07
Worst Rolling Year
18.51%
7.49%
Value at Worst Rolling Year
₹1.19 Cr
₹1.07 Cr
Deepest Drawdown
—
−21.44%
Recovery Period
—
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.68%
17.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
16
Portfolio P/E
—
—
Top 5 Holdings
—
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
1.00% / yr
2.50% / yr
Performance Fee / Plan
15% of profit, above 15%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 1%