Portfolio Management Services (PMS)Compare Schemes
NBC - Seeking Alpha vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
NBC - Seeking Alpha
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 6.7%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.51%
3.10%
6 Months
12.65%
24.70%
1 Year
22.80%
21.80%
3 Years
18.05%
16.46%
5 Years
41.98%
12.29%
Since Inception
7.54%
17.31%
Fund Age
9 yrs 2 mo
7 yrs 2 mo
AUM
₹9.17 Cr
₹328.39 Cr
Alpha – 1 Year
24.84%
22.15%
Alpha – 3 Years
11.40%
7.46%
Information Ratio – 3 Years
—
1.55
Volatility – 1 Year
21.50%
22.56%
Volatility – 3 Years
17.94%
18.01%
Beta – 1 Year
—
1.10
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
0.82
0.85
Sharpe Ratio – 3 Years
0.76
1.07
Worst Rolling Year
-34.33%
7.49%
Value at Worst Rolling Year
₹0.66 Cr
₹1.07 Cr
Deepest Drawdown
−18.33%
−21.44%
Recovery Period
81 days
123 days
1-Year Rolling Windows Positive
68.37%
100.00%
Median Rolling Year
26.92%
17.12%
5-Year Rolling Windows Positive
74.51%
100.00%
Market-Cap Mix
L 13% · M 14% · S 73%
—
Number of Stocks
18
16
Portfolio P/E
18.68
—
Top 5 Holdings
Equitas Small Finance Bank Ltd · 12.67%
GHCL Textiles Ltd · 11.57%
Polyplex Corporation Ltd · 9.20%
Kotak Mahindra Bank Ltd · 8.35%
CCL Products (India) Ltd · 7.75%
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 · 26.11%
Capital Goods · 18.60%
Healthcare · 11.81%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
15% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 1%