Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
Right Horizons - Alliance
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%
1.80%
6 Months
24.70%
2.80%
1 Year
21.80%
4.89%
3 Years
16.46%
12.23%
5 Years
12.29%
10.64%
Since Inception
17.31%
8.93%
Fund Age
7 yrs 2 mo
12 yrs
AUM
₹328.39 Cr
₹134.76 Cr
Alpha – 1 Year
22.15%
−1.08%
Alpha – 3 Years
7.46%
1.34%
Information Ratio – 3 Years
1.55
0.07
Volatility – 1 Year
22.56%
10.79%
Volatility – 3 Years
18.01%
9.62%
Beta – 1 Year
1.10
1.04
Beta – 3 Years
0.98
1.10
Sharpe Ratio – 1 Year
0.85
-0.01
Sharpe Ratio – 3 Years
1.07
0.69
Worst Rolling Year
7.49%
0.05%
Value at Worst Rolling Year
₹1.07 Cr
₹1.00 Cr
Deepest Drawdown
−21.44%
−11.50%
Recovery Period
123 days
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
17.12%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 50% · M 11% · S 8%
Number of Stocks
16
33
Portfolio P/E
—
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
—
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 1%
1% / – / –