Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
Tamohara - TRUFFLE
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%
8.72%
6 Months
24.70%
28.59%
1 Year
21.80%
28.02%
3 Years
16.46%
18.67%
5 Years
12.29%
17.18%
Since Inception
17.31%
20.03%
Fund Age
7 yrs 2 mo
5 yrs 4 mo
AUM
₹328.39 Cr
₹221.27 Cr
Alpha – 1 Year
22.15%
28.37%
Alpha – 3 Years
7.46%
9.68%
Information Ratio – 3 Years
1.55
0.87
Volatility – 1 Year
22.56%
22.32%
Volatility – 3 Years
18.01%
17.88%
Beta – 1 Year
1.10
1.03
Beta – 3 Years
0.98
0.95
Sharpe Ratio – 1 Year
0.85
0.99
Sharpe Ratio – 3 Years
1.07
0.81
Worst Rolling Year
7.49%
13.69%
Value at Worst Rolling Year
₹1.07 Cr
₹1.14 Cr
Deepest Drawdown
−21.44%
−20.50%
Recovery Period
123 days
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.12%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 19% · M 4% · S 74%
Number of Stocks
16
29
Portfolio P/E
—
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
—
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 1%
1% / – / –