Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs Valcreate Lifesciences and Specialty Opportunities
Piper Serica Advisors - Leader Portfolio
Valcreate Lifesciences and Specialty Opportunities
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
Valcreate Lifesciences and Specialty Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.10%
6.35%
6 Months
24.70%
17.95%
1 Year
21.80%
21.71%
3 Years
16.46%
19.34%
5 Years
12.29%
—
Since Inception
17.31%
19.34%
Fund Age
7 yrs 2 mo
3 yrs 6 mo
AUM
₹328.39 Cr
₹18.73 Cr
Alpha – 1 Year
22.15%
16.99%
Alpha – 3 Years
7.46%
7.25%
Information Ratio – 3 Years
1.55
0.85
Volatility – 1 Year
22.56%
22.22%
Volatility – 3 Years
18.01%
20.72%
Beta – 1 Year
1.10
0.87
Beta – 3 Years
0.98
0.89
Sharpe Ratio – 1 Year
0.85
0.75
Sharpe Ratio – 3 Years
1.07
0.85
Worst Rolling Year
7.49%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−21.44%
—
Recovery Period
123 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
17.12%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
—
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%
Sharda Cropchem Ltd · 11.13%
Kwality Pharmaceuticals Ltd · 5.72%
Sumitomo Chemical India Ltd · 5.72%
Vinati Organics Ltd · 5.51%
Rallis India Ltd · 5.34%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 1%
0% / 0% / 0%