Portfolio Management Services (PMS)Compare Schemes
NJ - Bluechip vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
NJ - Bluechip
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
−1.21%
3.10%
6 Months
5.09%
24.70%
1 Year
0.26%
21.80%
3 Years
9.53%
16.46%
5 Years
5.40%
12.29%
Since Inception
12.09%
17.31%
Fund Age
8 yrs 5 mo
7 yrs 2 mo
AUM
₹1,644.09 Cr
₹328.39 Cr
Alpha – 1 Year
0.61%
22.15%
Alpha – 3 Years
0.54%
7.46%
Information Ratio – 3 Years
0.06
1.55
Volatility – 1 Year
17.94%
22.56%
Volatility – 3 Years
17.25%
18.01%
Beta – 1 Year
1.03
1.10
Beta – 3 Years
1.11
0.98
Sharpe Ratio – 1 Year
-0.20
0.85
Sharpe Ratio – 3 Years
0.31
1.07
Worst Rolling Year
2.29%
7.49%
Value at Worst Rolling Year
₹1.02 Cr
₹1.07 Cr
Deepest Drawdown
−21.60%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.16%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 36% · S 14%
—
Number of Stocks
20
16
Portfolio P/E
34.38
—
Top 5 Holdings
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
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 · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
—
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%