Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs Unifi Insider Shadow*
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
Unifi Insider Shadow*
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%
4.21%
6 Months
24.70%
10.07%
1 Year
21.80%
9.44%
3 Years
16.46%
8.18%
5 Years
12.29%
8.16%
Since Inception
17.31%
14.06%
Fund Age
7 yrs 2 mo
16 yrs 4 mo
AUM
₹328.39 Cr
₹85.99 Cr
Alpha – 1 Year
22.15%
4.72%
Alpha – 3 Years
7.46%
−3.91%
Information Ratio – 3 Years
1.55
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Volatility – 1 Year
22.56%
17.03%
Volatility – 3 Years
18.01%
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Beta – 1 Year
1.10
0.92
Beta – 3 Years
0.98
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Sharpe Ratio – 1 Year
0.85
0.30
Sharpe Ratio – 3 Years
1.07
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Worst Rolling Year
7.49%
—
Value at Worst Rolling Year
₹1.07 Cr
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Deepest Drawdown
−21.44%
—
Recovery Period
123 days
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1-Year Rolling Windows Positive
100.00%
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Median Rolling Year
17.12%
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5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
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Number of Stocks
16
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Portfolio P/E
—
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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%
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Top Sectors
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Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
2% / 1% / 1%
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