Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
Quest Investment Managers – Flagship
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%
6.42%
6 Months
24.70%
15.63%
1 Year
21.80%
0.27%
3 Years
16.46%
12.69%
5 Years
12.29%
8.81%
Since Inception
17.31%
15.48%
Fund Age
7 yrs 2 mo
18 yrs 10 mo
AUM
₹328.39 Cr
₹406.27 Cr
Alpha – 1 Year
22.15%
−4.45%
Alpha – 3 Years
7.46%
0.61%
Information Ratio – 3 Years
1.55
0.21
Volatility – 1 Year
22.56%
22.89%
Volatility – 3 Years
18.01%
19.09%
Beta – 1 Year
1.10
1.13
Beta – 3 Years
0.98
1.05
Sharpe Ratio – 1 Year
0.85
-0.11
Sharpe Ratio – 3 Years
1.07
0.45
Worst Rolling Year
7.49%
-10.83%
Value at Worst Rolling Year
₹1.07 Cr
₹0.89 Cr
Deepest Drawdown
−21.44%
−31.17%
Recovery Period
123 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
91.19%
Median Rolling Year
17.12%
17.32%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 28% · M 26% · S 45%
Number of Stocks
16
29
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%
Eternal Ltd · 7.83%
Piramal Pharma Ltd · 7.40%
Viyash Scientific Ltd · 6.22%
Coforge Ltd · 6.21%
Samhi Hotels Ltd · 4.95%
Top Sectors
—
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 1%
1% / 0% / 0%