Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Value Migration vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Value Migration
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
0.78%
3.10%
6 Months
11.75%
24.70%
1 Year
−2.37%
21.80%
3 Years
17.81%
16.46%
5 Years
14.66%
12.29%
Since Inception
18.91%
17.31%
Fund Age
23 yrs 5 mo
7 yrs 2 mo
AUM
₹3,220.2 Cr
₹328.39 Cr
Alpha – 1 Year
−5.35%
22.15%
Alpha – 3 Years
5.93%
7.46%
Information Ratio – 3 Years
0.54
1.55
Volatility – 1 Year
21.49%
22.56%
Volatility – 3 Years
20.84%
18.01%
Beta – 1 Year
1.07
1.10
Beta – 3 Years
1.13
0.98
Sharpe Ratio – 1 Year
-0.27
0.85
Sharpe Ratio – 3 Years
0.64
1.07
Worst Rolling Year
-7.44%
7.49%
Value at Worst Rolling Year
₹0.93 Cr
₹1.07 Cr
Deepest Drawdown
−27.33%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
94.32%
100.00%
Median Rolling Year
14.52%
17.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 28% · M 48% · S 19%
—
Number of Stocks
27
16
Portfolio P/E
57.85
—
Top 5 Holdings
Eternal Ltd · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
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 · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
—
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%