Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
24.70%
19.55%
1 Year
21.80%
11.69%
3 Years
16.46%
15.46%
5 Years
12.29%
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Since Inception
17.31%
23.05%
Fund Age
7 yrs 2 mo
3 yrs 4 mo
AUM
₹328.39 Cr
₹95.08 Cr
Alpha – 1 Year
22.15%
8.71%
Alpha – 3 Years
7.46%
3.58%
Information Ratio – 3 Years
1.55
0.52
Volatility – 1 Year
22.56%
27.25%
Volatility – 3 Years
18.01%
23.29%
Beta – 1 Year
1.10
1.44
Beta – 3 Years
0.98
1.22
Sharpe Ratio – 1 Year
0.85
0.33
Sharpe Ratio – 3 Years
1.07
0.66
Worst Rolling Year
7.49%
15.47%
Value at Worst Rolling Year
₹1.07 Cr
₹1.15 Cr
Deepest Drawdown
−21.44%
−32.01%
Recovery Period
123 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.12%
17.67%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
—
Number of Stocks
16
—
Portfolio P/E
—
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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 · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
—
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Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 1%
3% / 2% / 1%