Portfolio Management Services (PMS)Compare Schemes
Nippon - Absolute Freedom - ABS vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Nippon - Absolute Freedom - ABS
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.68%
3.10%
6 Months
10.98%
24.70%
1 Year
10.72%
21.80%
3 Years
15.83%
16.46%
5 Years
13.58%
12.29%
Since Inception
14.48%
17.31%
Fund Age
21 yrs 11 mo
7 yrs 2 mo
AUM
₹8.51 Cr
₹328.39 Cr
Alpha – 1 Year
6.00%
22.15%
Alpha – 3 Years
3.74%
7.46%
Information Ratio – 3 Years
0.71
1.55
Volatility – 1 Year
16.38%
22.56%
Volatility – 3 Years
14.45%
18.01%
Beta – 1 Year
0.87
1.10
Beta – 3 Years
0.89
0.98
Sharpe Ratio – 1 Year
0.33
0.85
Sharpe Ratio – 3 Years
0.72
1.07
Worst Rolling Year
-12.28%
7.49%
Value at Worst Rolling Year
₹0.88 Cr
₹1.07 Cr
Deepest Drawdown
−17.66%
−21.44%
Recovery Period
197 days
123 days
1-Year Rolling Windows Positive
90.88%
100.00%
Median Rolling Year
13.32%
17.12%
5-Year Rolling Windows Positive
98.04%
100.00%
Market-Cap Mix
L 23% · M 15% · S 43%
—
Number of Stocks
30
16
Portfolio P/E
39.84
—
Top 5 Holdings
Other Equity · 11.39%
Cash & Cash Equivalent · 7.18%
One 97 Communications Ltd · 4.17%
Neuland Laboratories Ltd · 4.14%
Delhivery Ltd · 4.02%
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 · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
—
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%