Portfolio Management Services (PMS)Compare Schemes
Nippon - Emerging India - EIP vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Nippon - Emerging India - EIP
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
2.63%
3.10%
6 Months
13.11%
24.70%
1 Year
15.44%
21.80%
3 Years
15.82%
16.46%
5 Years
15.29%
12.29%
Since Inception
15.37%
17.31%
Fund Age
9 yrs 4 mo
7 yrs 2 mo
AUM
₹32.48 Cr
₹328.39 Cr
Alpha – 1 Year
10.72%
22.15%
Alpha – 3 Years
3.73%
7.46%
Information Ratio – 3 Years
0.69
1.55
Volatility – 1 Year
17.99%
22.56%
Volatility – 3 Years
17.45%
18.01%
Beta – 1 Year
0.99
1.10
Beta – 3 Years
1.02
0.98
Sharpe Ratio – 1 Year
0.59
0.85
Sharpe Ratio – 3 Years
0.71
1.07
Worst Rolling Year
-6.27%
7.49%
Value at Worst Rolling Year
₹0.94 Cr
₹1.07 Cr
Deepest Drawdown
−21.15%
−21.44%
Recovery Period
474 days
123 days
1-Year Rolling Windows Positive
92.43%
100.00%
Median Rolling Year
21.04%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 22% · S 44%
—
Number of Stocks
30
16
Portfolio P/E
30.67
—
Top 5 Holdings
Other Equity · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
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 · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
—
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%