Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
Right Horizons - Perennial
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%
−0.19%
6 Months
24.70%
11.46%
1 Year
21.80%
8.21%
3 Years
16.46%
12.09%
5 Years
12.29%
11.81%
Since Inception
17.31%
13.34%
Fund Age
7 yrs 2 mo
5 yrs 3 mo
AUM
₹328.39 Cr
₹34.29 Cr
Alpha – 1 Year
22.15%
5.23%
Alpha – 3 Years
7.46%
0.21%
Information Ratio – 3 Years
1.55
0.17
Volatility – 1 Year
22.56%
24.84%
Volatility – 3 Years
18.01%
21.42%
Beta – 1 Year
1.10
1.25
Beta – 3 Years
0.98
1.08
Sharpe Ratio – 1 Year
0.85
0.21
Sharpe Ratio – 3 Years
1.07
0.49
Worst Rolling Year
7.49%
7.11%
Value at Worst Rolling Year
₹1.07 Cr
₹1.07 Cr
Deepest Drawdown
−21.44%
−34.77%
Recovery Period
123 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.12%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 5% · M 7% · S 69%
Number of Stocks
16
37
Portfolio P/E
—
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
—
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 1%
2.5% / 0% / 0%