Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs SBI AEON ALPHA PMS
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
SBI AEON ALPHA PMS
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%
0.41%
6 Months
24.70%
20.81%
1 Year
21.80%
15.63%
3 Years
16.46%
13.76%
5 Years
12.29%
—
Since Inception
17.31%
14.77%
Fund Age
7 yrs 2 mo
4 yrs 6 mo
AUM
₹328.39 Cr
₹751.68 Cr
Alpha – 1 Year
22.15%
16.06%
Alpha – 3 Years
7.46%
5.19%
Information Ratio – 3 Years
1.55
0.25
Volatility – 1 Year
22.56%
18.90%
Volatility – 3 Years
18.01%
16.75%
Beta – 1 Year
1.10
0.89
Beta – 3 Years
0.98
0.79
Sharpe Ratio – 1 Year
0.85
0.57
Sharpe Ratio – 3 Years
1.07
0.53
Worst Rolling Year
7.49%
13.60%
Value at Worst Rolling Year
₹1.07 Cr
₹1.14 Cr
Deepest Drawdown
−21.44%
−21.60%
Recovery Period
123 days
476 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.12%
15.94%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
L 16% · M 11% · S 70%
Number of Stocks
16
—
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%
Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 1%
1% / 0% / 0%