Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
Unifi Blended - Rangoli
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%
3.17%
6 Months
24.70%
10.91%
1 Year
21.80%
10.45%
3 Years
16.46%
10.60%
5 Years
12.29%
10.74%
Since Inception
17.31%
18.07%
Fund Age
7 yrs 2 mo
9 yrs 2 mo
AUM
₹328.39 Cr
₹11,464.61 Cr
Alpha – 1 Year
22.15%
5.73%
Alpha – 3 Years
7.46%
−1.49%
Information Ratio – 3 Years
1.55
-0.11
Volatility – 1 Year
22.56%
18.78%
Volatility – 3 Years
18.01%
16.83%
Beta – 1 Year
1.10
1.04
Beta – 3 Years
0.98
1.02
Sharpe Ratio – 1 Year
0.85
0.34
Sharpe Ratio – 3 Years
1.07
0.37
Worst Rolling Year
7.49%
4.89%
Value at Worst Rolling Year
₹1.07 Cr
₹1.05 Cr
Deepest Drawdown
−21.44%
−19.94%
Recovery Period
123 days
153 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.12%
19.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 24% · M 11% · S 66%
Number of Stocks
16
—
Portfolio P/E
—
21.80
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
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 1%
0% / 0% / 0%