Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
Solidarity Advisors - Prudence
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%
8.45%
6 Months
24.70%
29.49%
1 Year
21.80%
37.09%
3 Years
16.46%
18.49%
5 Years
12.29%
12.39%
Since Inception
17.31%
18.64%
Fund Age
7 yrs 2 mo
10 yrs 3 mo
AUM
₹328.39 Cr
₹1,760.35 Cr
Alpha – 1 Year
22.15%
32.37%
Alpha – 3 Years
7.46%
6.40%
Information Ratio – 3 Years
1.55
0.52
Volatility – 1 Year
22.56%
25.02%
Volatility – 3 Years
18.01%
18.27%
Beta – 1 Year
1.10
1.22
Beta – 3 Years
0.98
0.89
Sharpe Ratio – 1 Year
0.85
1.18
Sharpe Ratio – 3 Years
1.07
0.74
Worst Rolling Year
7.49%
-0.28%
Value at Worst Rolling Year
₹1.07 Cr
₹1.00 Cr
Deepest Drawdown
−21.44%
−13.15%
Recovery Period
123 days
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
17.12%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 11% · S 71%
Number of Stocks
16
13
Portfolio P/E
—
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
—
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
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%