Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.10%
2.20%
6 Months
24.70%
6.00%
1 Year
21.80%
4.90%
3 Years
16.46%
18.50%
5 Years
12.29%
—
Since Inception
17.31%
16.60%
Fund Age
7 yrs 2 mo
3 yrs
AUM
₹328.39 Cr
₹209.72 Cr
Alpha – 1 Year
22.15%
0.20%
Alpha – 3 Years
7.46%
6.40%
Information Ratio – 3 Years
1.55
1.16
Volatility – 1 Year
22.56%
19.79%
Volatility – 3 Years
18.01%
17.07%
Beta – 1 Year
1.10
1.06
Beta – 3 Years
0.98
1.05
Sharpe Ratio – 1 Year
0.85
0.07
Sharpe Ratio – 3 Years
1.07
0.81
Worst Rolling Year
7.49%
18.52%
Value at Worst Rolling Year
₹1.07 Cr
₹1.19 Cr
Deepest Drawdown
−21.44%
−19.68%
Recovery Period
123 days
230 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.12%
18.77%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 67% · M 33%
Number of Stocks
16
24
Portfolio P/E
—
40.00
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 · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
—
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 1%
0% / 0% / 0%