Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
SageOne - Smallcap Portfolio
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%
0.91%
6 Months
24.70%
22.17%
1 Year
21.80%
13.49%
3 Years
16.46%
12.21%
5 Years
12.29%
11.23%
Since Inception
17.31%
22.14%
Fund Age
7 yrs 2 mo
7 yrs 4 mo
AUM
₹328.39 Cr
₹1,280.4 Cr
Alpha – 1 Year
22.15%
8.77%
Alpha – 3 Years
7.46%
0.12%
Information Ratio – 3 Years
1.55
0.01
Volatility – 1 Year
22.56%
24.60%
Volatility – 3 Years
18.01%
22.41%
Beta – 1 Year
1.10
1.20
Beta – 3 Years
0.98
1.15
Sharpe Ratio – 1 Year
0.85
0.41
Sharpe Ratio – 3 Years
1.07
0.39
Worst Rolling Year
7.49%
4.49%
Value at Worst Rolling Year
₹1.07 Cr
₹1.04 Cr
Deepest Drawdown
−21.44%
−26.42%
Recovery Period
123 days
479 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.12%
19.05%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
S 100%
Number of Stocks
16
18
Portfolio P/E
—
34.80
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%
SG Mart Ltd · 0.00%
EFC (I) Ltd · 0.00%
Goodluck India Ltd · 0.00%
Acutaas Chemicals Ltd · 0.00%
SG Finserve Ltd · 0.00%
Top Sectors
—
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 1%
3% / 2% / 1%