Portfolio Management Services (PMS)Compare Schemes
PGIM India - Phoenix Portfolio vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
PGIM India - Phoenix Portfolio
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
3.66%
3.10%
6 Months
18.51%
24.70%
1 Year
2.32%
21.80%
3 Years
8.56%
16.46%
5 Years
13.23%
12.29%
Since Inception
12.52%
17.31%
Fund Age
10 yrs
7 yrs 2 mo
AUM
₹60.22 Cr
₹328.39 Cr
Alpha – 1 Year
2.67%
22.15%
Alpha – 3 Years
−0.44%
7.46%
Information Ratio – 3 Years
-0.03
1.55
Volatility – 1 Year
27.56%
22.56%
Volatility – 3 Years
21.93%
18.01%
Beta – 1 Year
1.33
1.10
Beta – 3 Years
1.17
0.98
Sharpe Ratio – 1 Year
0.01
0.85
Sharpe Ratio – 3 Years
0.24
1.07
Worst Rolling Year
-13.90%
7.49%
Value at Worst Rolling Year
₹0.86 Cr
₹1.07 Cr
Deepest Drawdown
−31.68%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
85.20%
100.00%
Median Rolling Year
15.12%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 3% · S 93%
—
Number of Stocks
26
16
Portfolio P/E
25.30
—
Top 5 Holdings
Electronics Mart India Ltd · 4.99%
Gokaldas Exports Ltd · 4.97%
Cartrade Tech Ltd · 4.91%
Power Mech Projects Ltd · 4.75%
Sai Life Sciences Ltd · 4.50%
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
Capital Goods · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 1%