Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.10%
4.41%
6 Months
24.70%
0.07%
1 Year
21.80%
4.08%
3 Years
16.46%
6.47%
5 Years
12.29%
—
Since Inception
17.31%
11.08%
Fund Age
7 yrs 2 mo
6 yrs 6 mo
AUM
₹328.39 Cr
₹1.91 Cr
Alpha – 1 Year
22.15%
4.51%
Alpha – 3 Years
7.46%
−2.09%
Information Ratio – 3 Years
1.55
-0.44
Volatility – 1 Year
22.56%
16.64%
Volatility – 3 Years
18.01%
14.35%
Beta – 1 Year
1.10
0.98
Beta – 3 Years
0.98
1.00
Sharpe Ratio – 1 Year
0.85
-0.01
Sharpe Ratio – 3 Years
1.07
0.13
Worst Rolling Year
7.49%
5.64%
Value at Worst Rolling Year
₹1.07 Cr
₹1.06 Cr
Deepest Drawdown
−21.44%
−18.42%
Recovery Period
123 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.12%
7.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 90% · M 7%
Number of Stocks
16
50
Portfolio P/E
—
26.76
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%
Cash & Cash Equivalent · 3.22%
Hero MotoCorp Ltd · 2.92%
Hindalco Industries Ltd · 2.91%
Tata Steel Ltd · 2.82%
Eicher Motors Ltd · 2.74%
Top Sectors
—
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
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% / –