Portfolio Management Services (PMS)Compare Schemes
NAFA - Emerging Bluechip vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
NAFA - Emerging Bluechip
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.39%
3.10%
6 Months
5.71%
24.70%
1 Year
−0.97%
21.80%
3 Years
8.86%
16.46%
5 Years
14.20%
12.29%
Since Inception
14.76%
17.31%
Fund Age
10 yrs 5 mo
7 yrs 2 mo
AUM
₹447.76 Cr
₹328.39 Cr
Alpha – 1 Year
−2.83%
22.15%
Alpha – 3 Years
−3.22%
7.46%
Information Ratio – 3 Years
0.04
1.55
Volatility – 1 Year
24.79%
22.56%
Volatility – 3 Years
21.25%
18.01%
Beta – 1 Year
1.35
1.10
Beta – 3 Years
1.20
0.98
Sharpe Ratio – 1 Year
-0.14
0.85
Sharpe Ratio – 3 Years
0.31
1.07
Worst Rolling Year
-13.00%
7.49%
Value at Worst Rolling Year
₹0.87 Cr
₹1.07 Cr
Deepest Drawdown
−26.06%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
84.68%
100.00%
Median Rolling Year
19.56%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 12% · S 84%
—
Number of Stocks
32
16
Portfolio P/E
33.69
—
Top 5 Holdings
Amagi Media Labs Ltd · 10.68%
Greenpanel Industries Ltd · 7.11%
CARE Ratings Ltd · 6.25%
Sona BLW Precision Forgings Ltd · 4.73%
KRBL Ltd · 4.06%
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
Information Technology · 17.58%
Financial Services · 15.44%
Consumer Durables · 15.24%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 1%