Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs Unifi BCAD-2-BREAKOUT 20
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
Unifi BCAD-2-BREAKOUT 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%
3.01%
6 Months
24.70%
9.93%
1 Year
21.80%
7.49%
3 Years
16.46%
9.34%
5 Years
12.29%
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Since Inception
17.31%
11.87%
Fund Age
7 yrs 2 mo
4 yrs 7 mo
AUM
₹328.39 Cr
₹1,953.44 Cr
Alpha – 1 Year
22.15%
2.77%
Alpha – 3 Years
7.46%
−2.75%
Information Ratio – 3 Years
1.55
-0.26
Volatility – 1 Year
22.56%
19.15%
Volatility – 3 Years
18.01%
16.91%
Beta – 1 Year
1.10
1.06
Beta – 3 Years
0.98
1.03
Sharpe Ratio – 1 Year
0.85
0.19
Sharpe Ratio – 3 Years
1.07
0.30
Worst Rolling Year
7.49%
8.22%
Value at Worst Rolling Year
₹1.07 Cr
₹1.08 Cr
Deepest Drawdown
−21.44%
−20.91%
Recovery Period
123 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.12%
12.78%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
L 17% · M 8% · S 75%
Number of Stocks
16
—
Portfolio P/E
—
23.80
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
Narayana Hrudayalaya Ltd
Mahindra & Mahindra Ltd
Sagility Ltd
Bank of Baroda
Top Sectors
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Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 1%
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