Portfolio Management Services (PMS)Compare Schemes
MoneyGrow Asset-Large Midcap vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
MoneyGrow Asset-Large Midcap
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
1.12%
3.10%
6 Months
9.15%
24.70%
1 Year
11.50%
21.80%
3 Years
15.21%
16.46%
5 Years
—
12.29%
Since Inception
17.99%
17.31%
Fund Age
3 yrs 4 mo
7 yrs 2 mo
AUM
₹113.51 Cr
₹328.39 Cr
Alpha – 1 Year
11.85%
22.15%
Alpha – 3 Years
6.21%
7.46%
Information Ratio – 3 Years
0.97
1.55
Volatility – 1 Year
21.57%
22.56%
Volatility – 3 Years
16.25%
18.01%
Beta – 1 Year
1.26
1.10
Beta – 3 Years
1.09
0.98
Sharpe Ratio – 1 Year
0.37
0.85
Sharpe Ratio – 3 Years
0.63
1.07
Worst Rolling Year
14.24%
7.49%
Value at Worst Rolling Year
₹1.14 Cr
₹1.07 Cr
Deepest Drawdown
−19.23%
−21.44%
Recovery Period
79 days
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.47%
17.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 28% · S 38%
—
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
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 1%