Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs True-Equity Factor Quant
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
True-Equity Factor Quant
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%
1.09%
6 Months
24.70%
3.47%
1 Year
21.80%
−3.80%
3 Years
16.46%
11.26%
5 Years
12.29%
—
Since Inception
17.31%
13.40%
Fund Age
7 yrs 2 mo
3 yrs 11 mo
AUM
₹328.39 Cr
₹143.29 Cr
Alpha – 1 Year
22.15%
−6.78%
Alpha – 3 Years
7.46%
−0.63%
Information Ratio – 3 Years
1.55
-0.10
Volatility – 1 Year
22.56%
15.14%
Volatility – 3 Years
18.01%
16.91%
Beta – 1 Year
1.10
0.83
Beta – 3 Years
0.98
0.99
Sharpe Ratio – 1 Year
0.85
-0.54
Sharpe Ratio – 3 Years
1.07
0.40
Worst Rolling Year
7.49%
11.18%
Value at Worst Rolling Year
₹1.07 Cr
₹1.11 Cr
Deepest Drawdown
−21.44%
−27.14%
Recovery Period
123 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.12%
17.01%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
—
Number of Stocks
16
50
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%
Zydus Wellness Ltd · 1.95%
Alkyl Amines Chemicals Ltd · 1.90%
Gabriel India Ltd · 1.81%
FSN E-Commerce Ventures Ltd · 1.75%
AIA Engineering Ltd · 1.72%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 1%
1% / 0% / 0%