Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
Systamatix - Dynamic Investment
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%
7.60%
6 Months
24.70%
26.61%
1 Year
21.80%
33.69%
3 Years
16.46%
25.74%
5 Years
12.29%
21.83%
Since Inception
17.31%
—
Fund Age
7 yrs 2 mo
8 yrs 4 mo
AUM
₹328.39 Cr
₹158.52 Cr
Alpha – 1 Year
22.15%
29.93%
Alpha – 3 Years
7.46%
14.85%
Information Ratio – 3 Years
1.55
1.52
Volatility – 1 Year
22.56%
19.82%
Volatility – 3 Years
18.01%
19.44%
Beta – 1 Year
1.10
1.03
Beta – 3 Years
0.98
1.06
Sharpe Ratio – 1 Year
0.85
1.29
Sharpe Ratio – 3 Years
1.07
1.16
Worst Rolling Year
7.49%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−21.44%
—
Recovery Period
123 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
17.12%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 31% · M 28% · S 38%
Number of Stocks
16
20
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%
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
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%
2% / 0% / 0%