Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.17%
3.10%
6 Months
19.62%
24.70%
1 Year
12.19%
21.80%
3 Years
23.51%
16.46%
5 Years
13.96%
12.29%
Since Inception
23.13%
17.31%
Fund Age
6 yrs 7 mo
7 yrs 2 mo
AUM
₹2,332.81 Cr
₹328.39 Cr
Alpha – 1 Year
9.21%
22.15%
Alpha – 3 Years
11.63%
7.46%
Information Ratio – 3 Years
0.83
1.55
Volatility – 1 Year
26.11%
22.56%
Volatility – 3 Years
21.82%
18.01%
Beta – 1 Year
1.32
1.10
Beta – 3 Years
1.14
0.98
Sharpe Ratio – 1 Year
0.33
0.85
Sharpe Ratio – 3 Years
0.83
1.07
Worst Rolling Year
12.50%
7.49%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−24.27%
−21.44%
Recovery Period
461 days
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.13%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 33% · S 52%
—
Number of Stocks
33
16
Portfolio P/E
52.72
—
Top 5 Holdings
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
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 · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
—
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%