Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
Renaissance - Midcap Portfolio
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%
3.30%
6 Months
24.70%
9.86%
1 Year
21.80%
0.86%
3 Years
16.46%
8.29%
5 Years
12.29%
15.11%
Since Inception
17.31%
11.40%
Fund Age
7 yrs 2 mo
8 yrs 7 mo
AUM
₹328.39 Cr
₹119.22 Cr
Alpha – 1 Year
22.15%
1.21%
Alpha – 3 Years
7.46%
−0.71%
Information Ratio – 3 Years
1.55
-0.05
Volatility – 1 Year
22.56%
21.27%
Volatility – 3 Years
18.01%
19.22%
Beta – 1 Year
1.10
1.20
Beta – 3 Years
0.98
1.19
Sharpe Ratio – 1 Year
0.85
-0.10
Sharpe Ratio – 3 Years
1.07
0.25
Worst Rolling Year
7.49%
0.71%
Value at Worst Rolling Year
₹1.07 Cr
₹1.01 Cr
Deepest Drawdown
−21.44%
−29.07%
Recovery Period
123 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.76%
Median Rolling Year
17.12%
19.48%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 2% · M 52% · S 44%
Number of Stocks
16
33
Portfolio P/E
—
31.12
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%
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
—
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 1%
1% / 1% / 0%