Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.10%
5.72%
6 Months
24.70%
23.48%
1 Year
21.80%
38.68%
3 Years
16.46%
26.01%
5 Years
12.29%
16.58%
Since Inception
17.31%
18.98%
Fund Age
7 yrs 2 mo
16 yrs 6 mo
AUM
₹328.39 Cr
₹1,885.18 Cr
Alpha – 1 Year
22.15%
33.96%
Alpha – 3 Years
7.46%
13.92%
Information Ratio – 3 Years
1.55
1.27
Volatility – 1 Year
22.56%
28.06%
Volatility – 3 Years
18.01%
20.41%
Beta – 1 Year
1.10
1.39
Beta – 3 Years
0.98
1.06
Sharpe Ratio – 1 Year
0.85
1.12
Sharpe Ratio – 3 Years
1.07
1.06
Worst Rolling Year
7.49%
-4.06%
Value at Worst Rolling Year
₹1.07 Cr
₹0.96 Cr
Deepest Drawdown
−21.44%
−18.24%
Recovery Period
123 days
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
17.12%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
—
L 40% · M 32% · S 24%
Number of Stocks
16
28
Portfolio P/E
—
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
—
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%