Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
Right Horizons - Super Value Fund
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%
3.00%
6 Months
24.70%
20.83%
1 Year
21.80%
12.18%
3 Years
16.46%
13.97%
5 Years
12.29%
17.12%
Since Inception
17.31%
15.75%
Fund Age
7 yrs 2 mo
13 yrs 8 mo
AUM
₹328.39 Cr
₹205.48 Cr
Alpha – 1 Year
22.15%
9.20%
Alpha – 3 Years
7.46%
2.09%
Information Ratio – 3 Years
1.55
0.40
Volatility – 1 Year
22.56%
27.53%
Volatility – 3 Years
18.01%
22.15%
Beta – 1 Year
1.10
1.45
Beta – 3 Years
0.98
1.20
Sharpe Ratio – 1 Year
0.85
0.35
Sharpe Ratio – 3 Years
1.07
0.55
Worst Rolling Year
7.49%
-9.57%
Value at Worst Rolling Year
₹1.07 Cr
₹0.90 Cr
Deepest Drawdown
−21.44%
−29.31%
Recovery Period
123 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.51%
Median Rolling Year
17.12%
17.67%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
—
L 17% · M 21% · S 60%
Number of Stocks
16
30
Portfolio P/E
—
46.79
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%
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
—
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
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%