Portfolio Management Services (PMS)Compare Schemes
Nippon - Indian Economic Transformation - ETP vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Nippon - Indian Economic Transformation - ETP
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
3.08%
3.10%
6 Months
9.19%
24.70%
1 Year
9.02%
21.80%
3 Years
14.71%
16.46%
5 Years
10.31%
12.29%
Since Inception
14.95%
17.31%
Fund Age
7 yrs 10 mo
7 yrs 2 mo
AUM
₹42.73 Cr
₹328.39 Cr
Alpha – 1 Year
4.30%
22.15%
Alpha – 3 Years
2.62%
7.46%
Information Ratio – 3 Years
0.63
1.55
Volatility – 1 Year
17.52%
22.56%
Volatility – 3 Years
14.89%
18.01%
Beta – 1 Year
0.97
1.10
Beta – 3 Years
0.92
0.98
Sharpe Ratio – 1 Year
0.26
0.85
Sharpe Ratio – 3 Years
0.66
1.07
Worst Rolling Year
8.19%
7.49%
Value at Worst Rolling Year
₹1.08 Cr
₹1.07 Cr
Deepest Drawdown
−18.24%
−21.44%
Recovery Period
238 days
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.27%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 18% · M 16% · S 37%
—
Number of Stocks
30
16
Portfolio P/E
31.64
—
Top 5 Holdings
Other Equity · 20.96%
Cash & Cash Equivalent · 7.28%
Aster DM Quality Care Ltd · 3.76%
Neuland Laboratories Ltd · 3.55%
Delhivery Ltd · 3.54%
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 · 34.33%
Healthcare · 12.55%
Capital Goods · 4.50%
—
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%