Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
Sameeksha - Equity 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%
−0.38%
6 Months
24.70%
11.48%
1 Year
21.80%
7.29%
3 Years
16.46%
16.29%
5 Years
12.29%
16.45%
Since Inception
17.31%
20.67%
Fund Age
7 yrs 2 mo
10 yrs 4 mo
AUM
₹328.39 Cr
₹1,333.94 Cr
Alpha – 1 Year
22.15%
2.57%
Alpha – 3 Years
7.46%
4.20%
Information Ratio – 3 Years
1.55
0.52
Volatility – 1 Year
22.56%
21.33%
Volatility – 3 Years
18.01%
16.22%
Beta – 1 Year
1.10
1.18
Beta – 3 Years
0.98
0.93
Sharpe Ratio – 1 Year
0.85
0.18
Sharpe Ratio – 3 Years
1.07
0.69
Worst Rolling Year
7.49%
-0.52%
Value at Worst Rolling Year
₹1.07 Cr
₹0.99 Cr
Deepest Drawdown
−21.44%
−19.36%
Recovery Period
123 days
122 days
1-Year Rolling Windows Positive
100.00%
98.89%
Median Rolling Year
17.12%
25.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
Number of Stocks
16
50
Portfolio P/E
—
21.52
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%
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
—
—
Fixed Fee
2.50% / yr
0.05% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 1%
3% / 0% / 0%