Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs Prabhudas-Aqua Strategy
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
Prabhudas-Aqua Strategy
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
3.10%
−0.63%
6 Months
24.70%
8.65%
1 Year
21.80%
10.66%
3 Years
16.46%
—
5 Years
12.29%
—
Since Inception
17.31%
22.10%
Fund Age
7 yrs 2 mo
2 yrs 7 mo
AUM
₹328.39 Cr
₹374.18 Cr
Alpha – 1 Year
22.15%
2.92%
Alpha – 3 Years
7.46%
—
Information Ratio – 3 Years
1.55
—
Volatility – 1 Year
22.56%
10.32%
Volatility – 3 Years
18.01%
—
Beta – 1 Year
1.10
0.27
Beta – 3 Years
0.98
—
Sharpe Ratio – 1 Year
0.85
0.50
Sharpe Ratio – 3 Years
1.07
—
Worst Rolling Year
7.49%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−21.44%
−8.56%
Recovery Period
123 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
17.12%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 49% · M 41% · S 9%
Number of Stocks
16
37
Portfolio P/E
—
19.24
Top 5 Holdings
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%
National Aluminium Company Ltd · 4.36%
Vedanta Ltd · 3.83%
BSE Ltd · 3.78%
Oil & Natural Gas Corpn Ltd · 3.58%
Hindalco Industries Ltd · 3.52%
Top Sectors
—
Financial Services · 22.51%
Metals & Mining · 21.08%
Oil, Gas & Consumable Fuels · 8.89%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 1%
3% / 2% / 1%