Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
Sanctum Wealth - Indian Titans
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%
1.73%
6 Months
24.70%
7.38%
1 Year
21.80%
6.08%
3 Years
16.46%
8.22%
5 Years
12.29%
7.99%
Since Inception
17.31%
12.63%
Fund Age
7 yrs 2 mo
9 yrs 9 mo
AUM
₹328.39 Cr
₹145.75 Cr
Alpha – 1 Year
22.15%
1.36%
Alpha – 3 Years
7.46%
−3.87%
Information Ratio – 3 Years
1.55
-0.60
Volatility – 1 Year
22.56%
20.08%
Volatility – 3 Years
18.01%
16.27%
Beta – 1 Year
1.10
1.12
Beta – 3 Years
0.98
1.00
Sharpe Ratio – 1 Year
0.85
0.13
Sharpe Ratio – 3 Years
1.07
0.24
Worst Rolling Year
7.49%
-1.76%
Value at Worst Rolling Year
₹1.07 Cr
₹0.98 Cr
Deepest Drawdown
−21.44%
−19.25%
Recovery Period
123 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
17.12%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 62% · M 20% · S 7%
Number of Stocks
16
25
Portfolio P/E
—
—
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 · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
—
—
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%