Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs Purnartha Dynamic Midcap
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
Purnartha Dynamic Midcap
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%
−0.54%
6 Months
24.70%
12.07%
1 Year
21.80%
11.66%
3 Years
16.46%
13.52%
5 Years
12.29%
—
Since Inception
17.31%
14.98%
Fund Age
7 yrs 2 mo
3 yrs 6 mo
AUM
₹328.39 Cr
₹447.27 Cr
Alpha – 1 Year
22.15%
6.94%
Alpha – 3 Years
7.46%
1.43%
Information Ratio – 3 Years
1.55
0.13
Volatility – 1 Year
22.56%
21.15%
Volatility – 3 Years
18.01%
18.85%
Beta – 1 Year
1.10
1.14
Beta – 3 Years
0.98
1.10
Sharpe Ratio – 1 Year
0.85
0.37
Sharpe Ratio – 3 Years
1.07
0.48
Worst Rolling Year
7.49%
10.55%
Value at Worst Rolling Year
₹1.07 Cr
₹1.11 Cr
Deepest Drawdown
−21.44%
−17.40%
Recovery Period
123 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.12%
14.34%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 28% · M 19% · S 29%
Number of Stocks
16
—
Portfolio P/E
—
33.83
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%
Lloyds Metals & Energy Ltd · 0.00%
Polycab India Ltd · 0.00%
Max Healthcare Institute Ltd · 0.00%
Ahluwalia Contracts (India) Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 1%
3% / 2% / 1%