Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Piper Serica Advisors - Leader Portfolio
Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
Tenet Portfolio (previously known as ABC Equity Portfolio)
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.10%
−0.27%
6 Months
24.70%
−1.47%
1 Year
21.80%
6.66%
3 Years
16.46%
11.29%
5 Years
12.29%
13.68%
Since Inception
17.31%
15.03%
Fund Age
7 yrs 2 mo
5 yrs 7 mo
AUM
₹328.39 Cr
₹138.83 Cr
Alpha – 1 Year
22.15%
7.01%
Alpha – 3 Years
7.46%
2.30%
Information Ratio – 3 Years
1.55
0.23
Volatility – 1 Year
22.56%
16.50%
Volatility – 3 Years
18.01%
16.10%
Beta – 1 Year
1.10
0.93
Beta – 3 Years
0.98
0.99
Sharpe Ratio – 1 Year
0.85
0.15
Sharpe Ratio – 3 Years
1.07
0.41
Worst Rolling Year
7.49%
11.25%
Value at Worst Rolling Year
₹1.07 Cr
₹1.11 Cr
Deepest Drawdown
−21.44%
−21.42%
Recovery Period
123 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.12%
17.75%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
Number of Stocks
16
18
Portfolio P/E
—
32.00
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%
Other Equities · 51.02%
Cash & Cash Equivalent · 10.12%
Reliance Industries Ltd · 7.98%
DLF Ltd · 7.90%
Larsen & Toubro Ltd · 7.74%
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%
3% / 2% / 1%