Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.10%
2.21%
6 Months
24.70%
21.04%
1 Year
21.80%
21.34%
3 Years
16.46%
19.08%
5 Years
12.29%
23.67%
Since Inception
17.31%
—
Fund Age
7 yrs 2 mo
6 yrs 4 mo
AUM
₹328.39 Cr
₹364.08 Cr
Alpha – 1 Year
22.15%
21.69%
Alpha – 3 Years
7.46%
10.08%
Information Ratio – 3 Years
1.55
0.52
Volatility – 1 Year
22.56%
32.28%
Volatility – 3 Years
18.01%
28.08%
Beta – 1 Year
1.10
1.47
Beta – 3 Years
0.98
1.60
Sharpe Ratio – 1 Year
0.85
0.58
Sharpe Ratio – 3 Years
1.07
0.57
Worst Rolling Year
7.49%
15.61%
Value at Worst Rolling Year
₹1.07 Cr
₹1.16 Cr
Deepest Drawdown
−21.44%
−31.98%
Recovery Period
123 days
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.12%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 90% · M 10%
Number of Stocks
16
—
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 1%
3% / 2% / 1%