Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.25%
3.10%
6 Months
15.19%
24.70%
1 Year
3.21%
21.80%
3 Years
19.65%
16.46%
5 Years
—
12.29%
Since Inception
25.09%
17.31%
Fund Age
3 yrs 5 mo
7 yrs 2 mo
AUM
₹4,148.34 Cr
₹328.39 Cr
Alpha – 1 Year
0.23%
22.15%
Alpha – 3 Years
7.77%
7.46%
Information Ratio – 3 Years
0.62
1.55
Volatility – 1 Year
21.54%
22.56%
Volatility – 3 Years
22.15%
18.01%
Beta – 1 Year
1.06
1.10
Beta – 3 Years
1.15
0.98
Sharpe Ratio – 1 Year
-0.01
0.85
Sharpe Ratio – 3 Years
0.68
1.07
Worst Rolling Year
19.49%
7.49%
Value at Worst Rolling Year
₹1.19 Cr
₹1.07 Cr
Deepest Drawdown
−27.91%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.76%
17.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 35% · S 37%
—
Number of Stocks
26
16
Portfolio P/E
55.82
—
Top 5 Holdings
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
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
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 1%