Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs SRE - Shield
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
SRE - Shield
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%
−0.37%
6 Months
24.70%
3.64%
1 Year
21.80%
6.24%
3 Years
16.46%
9.36%
5 Years
12.29%
8.05%
Since Inception
17.31%
9.66%
Fund Age
7 yrs 2 mo
8 yrs 3 mo
AUM
₹328.39 Cr
₹32.8 Cr
Alpha – 1 Year
22.15%
6.59%
Alpha – 3 Years
7.46%
0.36%
Information Ratio – 3 Years
1.55
0.14
Volatility – 1 Year
22.56%
18.27%
Volatility – 3 Years
18.01%
15.46%
Beta – 1 Year
1.10
1.08
Beta – 3 Years
0.98
1.07
Sharpe Ratio – 1 Year
0.85
0.15
Sharpe Ratio – 3 Years
1.07
0.34
Worst Rolling Year
7.49%
6.25%
Value at Worst Rolling Year
₹1.07 Cr
₹1.06 Cr
Deepest Drawdown
−21.44%
−22.11%
Recovery Period
123 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.12%
12.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 58% · M 28% · S 8%
Number of Stocks
16
33
Portfolio P/E
—
33.81
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%
Bajaj Auto Ltd · 5.15%
Adani Ports & Special Economic Zone Ltd · 4.55%
Nippon India ETF Nifty PSU Bank BeES · 4.37%
Bosch Ltd · 4.35%
FSN E-Commerce Ventures Ltd · 4.11%
Top Sectors
—
Financial Services · 22.40%
Automobile and Auto Components · 22.25%
Healthcare · 9.09%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 1%
1% / 0% / 0%