Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
Unifi APJ 20*
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%
3.07%
6 Months
24.70%
13.63%
1 Year
21.80%
10.76%
3 Years
16.46%
13.00%
5 Years
12.29%
13.13%
Since Inception
17.31%
20.07%
Fund Age
7 yrs 2 mo
10 yrs 11 mo
AUM
₹328.39 Cr
₹942.94 Cr
Alpha – 1 Year
22.15%
6.04%
Alpha – 3 Years
7.46%
0.91%
Information Ratio – 3 Years
1.55
0.27
Volatility – 1 Year
22.56%
18.61%
Volatility – 3 Years
18.01%
17.55%
Beta – 1 Year
1.10
1.02
Beta – 3 Years
0.98
1.01
Sharpe Ratio – 1 Year
0.85
0.35
Sharpe Ratio – 3 Years
1.07
0.49
Worst Rolling Year
7.49%
-10.32%
Value at Worst Rolling Year
₹1.07 Cr
₹0.90 Cr
Deepest Drawdown
−21.44%
−17.59%
Recovery Period
123 days
518 days
1-Year Rolling Windows Positive
100.00%
95.82%
Median Rolling Year
17.12%
19.87%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 15% · M 3% · S 82%
Number of Stocks
16
—
Portfolio P/E
—
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 1%
—