Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs QED Capital - Alphabets
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
QED Capital - Alphabets
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%
4.25%
6 Months
24.70%
7.44%
1 Year
21.80%
14.27%
3 Years
16.46%
13.32%
5 Years
12.29%
10.94%
Since Inception
17.31%
15.43%
Fund Age
7 yrs 2 mo
5 yrs 4 mo
AUM
₹328.39 Cr
₹21.45 Cr
Alpha – 1 Year
22.15%
9.55%
Alpha – 3 Years
7.46%
1.23%
Information Ratio – 3 Years
1.55
0.37
Volatility – 1 Year
22.56%
12.68%
Volatility – 3 Years
18.01%
17.36%
Beta – 1 Year
1.10
0.58
Beta – 3 Years
0.98
0.73
Sharpe Ratio – 1 Year
0.85
0.70
Sharpe Ratio – 3 Years
1.07
0.70
Worst Rolling Year
7.49%
12.64%
Value at Worst Rolling Year
₹1.07 Cr
₹1.13 Cr
Deepest Drawdown
−21.44%
−26.06%
Recovery Period
123 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.12%
17.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 7% · M 28% · S 62%
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%
Syrma SGS Technology Ltd · 6.39%
Apar Industries Ltd · 5.62%
Karur Vysya Bank Ltd · 5.55%
Federal Bank Ltd · 5.48%
Cummins India Ltd · 5.31%
Top Sectors
—
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 1%
3% / 2% / 1%