Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
Right Horizons - India Business Leaders
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%
3.11%
6 Months
24.70%
4.12%
1 Year
21.80%
−0.25%
3 Years
16.46%
10.95%
5 Years
12.29%
10.56%
Since Inception
17.31%
10.62%
Fund Age
7 yrs 2 mo
13 yrs 8 mo
AUM
₹328.39 Cr
₹41.22 Cr
Alpha – 1 Year
22.15%
0.18%
Alpha – 3 Years
7.46%
2.39%
Information Ratio – 3 Years
1.55
0.52
Volatility – 1 Year
22.56%
20.61%
Volatility – 3 Years
18.01%
17.57%
Beta – 1 Year
1.10
1.24
Beta – 3 Years
0.98
1.19
Sharpe Ratio – 1 Year
0.85
-0.18
Sharpe Ratio – 3 Years
1.07
0.46
Worst Rolling Year
7.49%
-10.52%
Value at Worst Rolling Year
₹1.07 Cr
₹0.89 Cr
Deepest Drawdown
−21.44%
−22.41%
Recovery Period
123 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.48%
Median Rolling Year
17.12%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
—
L 70% · M 29%
Number of Stocks
16
25
Portfolio P/E
—
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
—
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%