Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
Right Horizons - Alphabots India 100
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%
4.29%
6 Months
24.70%
2.17%
1 Year
21.80%
7.07%
3 Years
16.46%
15.12%
5 Years
12.29%
—
Since Inception
17.31%
19.80%
Fund Age
7 yrs 2 mo
7 yrs 3 mo
AUM
₹328.39 Cr
₹7.19 Cr
Alpha – 1 Year
22.15%
7.50%
Alpha – 3 Years
7.46%
6.56%
Information Ratio – 3 Years
1.55
1.22
Volatility – 1 Year
22.56%
19.38%
Volatility – 3 Years
18.01%
16.31%
Beta – 1 Year
1.10
1.18
Beta – 3 Years
0.98
1.13
Sharpe Ratio – 1 Year
0.85
0.17
Sharpe Ratio – 3 Years
1.07
0.62
Worst Rolling Year
7.49%
14.31%
Value at Worst Rolling Year
₹1.07 Cr
₹1.14 Cr
Deepest Drawdown
−21.44%
−17.66%
Recovery Period
123 days
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.12%
16.29%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 73% · M 25%
Number of Stocks
16
100
Portfolio P/E
—
27.01
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 · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
—
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
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% / –