Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
Right Horizons - All Seasons
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%
1.32%
6 Months
24.70%
3.83%
1 Year
21.80%
9.77%
3 Years
16.46%
13.19%
5 Years
12.29%
12.01%
Since Inception
17.31%
14.38%
Fund Age
7 yrs 2 mo
6 yrs 8 mo
AUM
₹328.39 Cr
₹42.66 Cr
Alpha – 1 Year
22.15%
3.80%
Alpha – 3 Years
7.46%
2.30%
Information Ratio – 3 Years
1.55
0.23
Volatility – 1 Year
22.56%
15.84%
Volatility – 3 Years
18.01%
12.64%
Beta – 1 Year
1.10
1.56
Beta – 3 Years
0.98
1.48
Sharpe Ratio – 1 Year
0.85
0.32
Sharpe Ratio – 3 Years
1.07
0.70
Worst Rolling Year
7.49%
9.09%
Value at Worst Rolling Year
₹1.07 Cr
₹1.09 Cr
Deepest Drawdown
−21.44%
−15.18%
Recovery Period
123 days
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.12%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 37% · M 21% · S 27%
Number of Stocks
16
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
—
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 1%
2% / 1% / 0%