Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
SVAN Velocity
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%
3.40%
6 Months
24.70%
21.77%
1 Year
21.80%
16.05%
3 Years
16.46%
23.24%
5 Years
12.29%
—
Since Inception
17.31%
24.82%
Fund Age
7 yrs 2 mo
3 yrs 1 mo
AUM
₹328.39 Cr
₹415.03 Cr
Alpha – 1 Year
22.15%
11.33%
Alpha – 3 Years
7.46%
11.15%
Information Ratio – 3 Years
1.55
0.72
Volatility – 1 Year
22.56%
25.50%
Volatility – 3 Years
18.01%
24.35%
Beta – 1 Year
1.10
1.34
Beta – 3 Years
0.98
1.27
Sharpe Ratio – 1 Year
0.85
0.50
Sharpe Ratio – 3 Years
1.07
0.77
Worst Rolling Year
7.49%
23.24%
Value at Worst Rolling Year
₹1.07 Cr
₹1.23 Cr
Deepest Drawdown
−21.44%
−25.33%
Recovery Period
123 days
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.12%
24.73%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
M 2% · S 95%
Number of Stocks
16
—
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 1%
3% / – / –