Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs Samvitti-PMS Long Term Growth
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
Samvitti-PMS Long Term Growth
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%
7.49%
6 Months
24.70%
27.88%
1 Year
21.80%
29.03%
3 Years
16.46%
18.18%
5 Years
12.29%
15.45%
Since Inception
17.31%
16.74%
Fund Age
7 yrs 2 mo
10 yrs 9 mo
AUM
₹328.39 Cr
₹245.99 Cr
Alpha – 1 Year
22.15%
24.31%
Alpha – 3 Years
7.46%
6.09%
Information Ratio – 3 Years
1.55
0.49
Volatility – 1 Year
22.56%
21.97%
Volatility – 3 Years
18.01%
17.89%
Beta – 1 Year
1.10
1.05
Beta – 3 Years
0.98
0.93
Sharpe Ratio – 1 Year
0.85
1.03
Sharpe Ratio – 3 Years
1.07
0.70
Worst Rolling Year
7.49%
1.53%
Value at Worst Rolling Year
₹1.07 Cr
₹1.02 Cr
Deepest Drawdown
−21.44%
−20.27%
Recovery Period
123 days
205 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.12%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 36% · M 27% · S 36%
Number of Stocks
16
44
Portfolio P/E
—
69.76
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%
TD Power Systems Ltd · 5.53%
Hitachi Energy India Ltd · 5.39%
Laurus Labs Ltd · 5.19%
Ather Energy Ltd · 4.39%
Solar Industries India Ltd · 3.94%
Top Sectors
—
Capital Goods · 26.41%
Automobile and Auto Components · 16.60%
Healthcare · 16.09%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 1%
0% / 0% / 0%