Portfolio Management Services (PMS)Compare Schemes
NMR GROWTH STRATEGY vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
NMR GROWTH STRATEGY
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.30%
3.10%
6 Months
39.16%
24.70%
1 Year
20.20%
21.80%
3 Years
—
16.46%
5 Years
—
12.29%
Since Inception
17.87%
17.31%
Fund Age
19 mo
7 yrs 2 mo
AUM
₹82.38 Cr
₹328.39 Cr
Alpha – 1 Year
15.48%
22.15%
Alpha – 3 Years
—
7.46%
Information Ratio – 3 Years
—
1.55
Volatility – 1 Year
34.86%
22.56%
Volatility – 3 Years
—
18.01%
Beta – 1 Year
1.65
1.10
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
0.53
0.85
Sharpe Ratio – 3 Years
—
1.07
Worst Rolling Year
—
7.49%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−24.64%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
16
Portfolio P/E
—
—
Top 5 Holdings
Sanghvi Movers Ltd · 11.58%
Steel Strips Wheels Ltd · 10.85%
Technocraft Industries (India) Ltd · 9.43%
Garware Hi Tech Films Ltd · 8.37%
Surya Roshni Ltd · 8.12%
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
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 1%