Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs Prosperity - Discovery Fund
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
Prosperity - Discovery Fund
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%
4.17%
6 Months
24.70%
20.15%
1 Year
21.80%
7.22%
3 Years
16.46%
9.88%
5 Years
12.29%
10.18%
Since Inception
17.31%
17.47%
Fund Age
7 yrs 2 mo
5 yrs 8 mo
AUM
₹328.39 Cr
₹112.12 Cr
Alpha – 1 Year
22.15%
2.50%
Alpha – 3 Years
7.46%
−2.21%
Information Ratio – 3 Years
1.55
-0.17
Volatility – 1 Year
22.56%
30.34%
Volatility – 3 Years
18.01%
23.32%
Beta – 1 Year
1.10
1.54
Beta – 3 Years
0.98
1.29
Sharpe Ratio – 1 Year
0.85
0.19
Sharpe Ratio – 3 Years
1.07
0.29
Worst Rolling Year
7.49%
8.52%
Value at Worst Rolling Year
₹1.07 Cr
₹1.09 Cr
Deepest Drawdown
−21.44%
−32.53%
Recovery Period
123 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.12%
18.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
M 39% · S 59%
Number of Stocks
16
28
Portfolio P/E
—
38.78
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%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 1%
2% / 1% / 0%