Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
SMC Global - Growth
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%
5.80%
6 Months
24.70%
20.03%
1 Year
21.80%
17.27%
3 Years
16.46%
12.81%
5 Years
12.29%
11.98%
Since Inception
17.31%
14.70%
Fund Age
7 yrs 2 mo
6 yrs 10 mo
AUM
₹328.39 Cr
₹201.68 Cr
Alpha – 1 Year
22.15%
12.55%
Alpha – 3 Years
7.46%
0.73%
Information Ratio – 3 Years
1.55
0.15
Volatility – 1 Year
22.56%
22.73%
Volatility – 3 Years
18.01%
20.11%
Beta – 1 Year
1.10
1.17
Beta – 3 Years
0.98
1.13
Sharpe Ratio – 1 Year
0.85
0.58
Sharpe Ratio – 3 Years
1.07
0.44
Worst Rolling Year
7.49%
7.98%
Value at Worst Rolling Year
₹1.07 Cr
₹1.08 Cr
Deepest Drawdown
−21.44%
−25.65%
Recovery Period
123 days
520 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.12%
16.09%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 38% · M 4% · S 49%
Number of Stocks
16
24
Portfolio P/E
—
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
—
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
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%