Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
TRADESWIFT BROKING-MULTI ASSET
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%
0.77%
6 Months
24.70%
11.30%
1 Year
21.80%
5.88%
3 Years
16.46%
—
5 Years
12.29%
—
Since Inception
17.31%
10.85%
Fund Age
7 yrs 2 mo
2 yrs 5 mo
AUM
₹328.39 Cr
₹45.96 Cr
Alpha – 1 Year
22.15%
−0.98%
Alpha – 3 Years
7.46%
—
Information Ratio – 3 Years
1.55
—
Volatility – 1 Year
22.56%
21.88%
Volatility – 3 Years
18.01%
—
Beta – 1 Year
1.10
2.00
Beta – 3 Years
0.98
—
Sharpe Ratio – 1 Year
0.85
0.12
Sharpe Ratio – 3 Years
1.07
—
Worst Rolling Year
7.49%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−21.44%
−19.87%
Recovery Period
123 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
17.12%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 12% · M 4% · S 66%
Number of Stocks
16
39
Portfolio P/E
—
23.43
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%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
—
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 1%
2% / 1.5% / 1%