Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
24.70%
31.10%
1 Year
21.80%
52.47%
3 Years
16.46%
17.74%
5 Years
12.29%
16.38%
Since Inception
17.31%
15.58%
Fund Age
7 yrs 2 mo
16 yrs 9 mo
AUM
₹328.39 Cr
₹132.42 Cr
Alpha – 1 Year
22.15%
47.75%
Alpha – 3 Years
7.46%
5.65%
Information Ratio – 3 Years
1.55
0.46
Volatility – 1 Year
22.56%
26.74%
Volatility – 3 Years
18.01%
21.32%
Beta – 1 Year
1.10
1.30
Beta – 3 Years
0.98
0.97
Sharpe Ratio – 1 Year
0.85
1.52
Sharpe Ratio – 3 Years
1.07
0.68
Worst Rolling Year
7.49%
-15.93%
Value at Worst Rolling Year
₹1.07 Cr
₹0.84 Cr
Deepest Drawdown
−21.44%
−20.79%
Recovery Period
123 days
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
17.12%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
—
M 9% · S 83%
Number of Stocks
16
26
Portfolio P/E
—
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
—
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
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%