Portfolio Management Services (PMS)Compare Schemes
NARNOLIA LARGE CAP STRATEGY vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
NARNOLIA LARGE CAP STRATEGY
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.51%
3.10%
6 Months
−2.49%
24.70%
1 Year
1.85%
21.80%
3 Years
12.22%
16.46%
5 Years
8.68%
12.29%
Since Inception
15.27%
17.31%
Fund Age
14 yrs 5 mo
7 yrs 2 mo
AUM
₹116.22 Cr
₹328.39 Cr
Alpha – 1 Year
2.20%
22.15%
Alpha – 3 Years
3.22%
7.46%
Information Ratio – 3 Years
0.70
1.55
Volatility – 1 Year
18.13%
22.56%
Volatility – 3 Years
15.25%
18.01%
Beta – 1 Year
1.12
1.10
Beta – 3 Years
1.06
0.98
Sharpe Ratio – 1 Year
-0.09
0.85
Sharpe Ratio – 3 Years
0.50
1.07
Worst Rolling Year
-2.08%
7.49%
Value at Worst Rolling Year
₹0.98 Cr
₹1.07 Cr
Deepest Drawdown
−15.14%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
99.45%
100.00%
Median Rolling Year
15.70%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 86% · M 7% · S 3%
—
Number of Stocks
21
16
Portfolio P/E
29.25
—
Top 5 Holdings
Mahindra & Mahindra Ltd · 9.39%
State Bank of India · 8.94%
ICICI Bank Ltd · 7.71%
HDFC Bank Ltd · 7.49%
Larsen & Toubro Ltd · 5.93%
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 · 36.32%
Automobile and Auto Components · 12.08%
Consumer Services · 11.13%
—
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%