Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - NTDOP vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - NTDOP
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
3.69%
3.10%
6 Months
8.66%
24.70%
1 Year
4.44%
21.80%
3 Years
14.48%
16.46%
5 Years
8.94%
12.29%
Since Inception
14.23%
17.31%
Fund Age
18 yrs 11 mo
7 yrs 2 mo
AUM
₹4,562.38 Cr
₹328.39 Cr
Alpha – 1 Year
1.46%
22.15%
Alpha – 3 Years
2.60%
7.46%
Information Ratio – 3 Years
0.08
1.55
Volatility – 1 Year
20.33%
22.56%
Volatility – 3 Years
19.22%
18.01%
Beta – 1 Year
1.12
1.10
Beta – 3 Years
1.12
0.98
Sharpe Ratio – 1 Year
0.00
0.85
Sharpe Ratio – 3 Years
0.51
1.07
Worst Rolling Year
-6.78%
7.49%
Value at Worst Rolling Year
₹0.93 Cr
₹1.07 Cr
Deepest Drawdown
−26.97%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
96.01%
100.00%
Median Rolling Year
15.06%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 42% · S 38%
—
Number of Stocks
33
16
Portfolio P/E
40.71
—
Top 5 Holdings
Kalyan Jewellers India Ltd · 5.21%
PG Electroplast Ltd · 4.77%
IDFC First Bank Ltd · 4.60%
Piramal Finance Ltd · 4.45%
Cash & Cash Equivalent · 4.28%
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 · 34.98%
Consumer Durables · 14.15%
Capital Goods · 12.45%
—
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%