Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
Renaissance - Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.10%
−0.04%
6 Months
24.70%
0.28%
1 Year
21.80%
2.14%
3 Years
16.46%
10.02%
5 Years
12.29%
13.15%
Since Inception
17.31%
11.46%
Fund Age
7 yrs 2 mo
8 yrs 7 mo
AUM
₹328.39 Cr
₹585.94 Cr
Alpha – 1 Year
22.15%
2.49%
Alpha – 3 Years
7.46%
1.02%
Information Ratio – 3 Years
1.55
0.18
Volatility – 1 Year
22.56%
16.38%
Volatility – 3 Years
18.01%
14.42%
Beta – 1 Year
1.10
1.00
Beta – 3 Years
0.98
0.96
Sharpe Ratio – 1 Year
0.85
-0.13
Sharpe Ratio – 3 Years
1.07
0.38
Worst Rolling Year
7.49%
3.37%
Value at Worst Rolling Year
₹1.07 Cr
₹1.03 Cr
Deepest Drawdown
−21.44%
−17.04%
Recovery Period
123 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.12%
18.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 65% · M 26% · S 8%
Number of Stocks
16
31
Portfolio P/E
—
22.71
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%
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
—
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
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%