Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs Prudent Equity Growth Strategy
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
Prudent Equity Growth 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%
−2.67%
6 Months
24.70%
4.01%
1 Year
21.80%
3.88%
3 Years
16.46%
—
5 Years
12.29%
—
Since Inception
17.31%
−1.21%
Fund Age
7 yrs 2 mo
2 yrs 1 mo
AUM
₹328.39 Cr
₹29.71 Cr
Alpha – 1 Year
22.15%
−0.84%
Alpha – 3 Years
7.46%
—
Information Ratio – 3 Years
1.55
—
Volatility – 1 Year
22.56%
22.02%
Volatility – 3 Years
18.01%
—
Beta – 1 Year
1.10
1.16
Beta – 3 Years
0.98
—
Sharpe Ratio – 1 Year
0.85
0.03
Sharpe Ratio – 3 Years
1.07
—
Worst Rolling Year
7.49%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−21.44%
−15.04%
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
—
M 9% · S 73%
Number of Stocks
16
—
Portfolio P/E
—
—
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
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 1%
3% / 0% / 0%