Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
Sowilo Multicap Fund
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%
3.12%
6 Months
24.70%
20.18%
1 Year
21.80%
17.30%
3 Years
16.46%
18.32%
5 Years
12.29%
—
Since Inception
17.31%
21.17%
Fund Age
7 yrs 2 mo
3 yrs 2 mo
AUM
₹328.39 Cr
₹171.55 Cr
Alpha – 1 Year
22.15%
12.58%
Alpha – 3 Years
7.46%
6.23%
Information Ratio – 3 Years
1.55
0.82
Volatility – 1 Year
22.56%
24.39%
Volatility – 3 Years
18.01%
21.61%
Beta – 1 Year
1.10
1.30
Beta – 3 Years
0.98
1.25
Sharpe Ratio – 1 Year
0.85
0.55
Sharpe Ratio – 3 Years
1.07
0.70
Worst Rolling Year
7.49%
18.30%
Value at Worst Rolling Year
₹1.07 Cr
₹1.18 Cr
Deepest Drawdown
−21.44%
−26.88%
Recovery Period
123 days
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.12%
19.41%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
L 4% · M 4% · S 88%
Number of Stocks
16
82
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%
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
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%
1% / 0% / 0%