Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs ValPro Alpha A
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
ValPro Alpha A
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%
0.73%
6 Months
24.70%
20.81%
1 Year
21.80%
18.30%
3 Years
16.46%
17.96%
5 Years
12.29%
12.95%
Since Inception
17.31%
15.75%
Fund Age
7 yrs 2 mo
5 yrs 4 mo
AUM
₹328.39 Cr
₹193.44 Cr
Alpha – 1 Year
22.15%
19.72%
Alpha – 3 Years
7.46%
10.22%
Information Ratio – 3 Years
1.55
1.02
Volatility – 1 Year
22.56%
26.31%
Volatility – 3 Years
18.01%
19.93%
Beta – 1 Year
1.10
1.42
Beta – 3 Years
0.98
1.19
Sharpe Ratio – 1 Year
0.85
0.55
Sharpe Ratio – 3 Years
1.07
0.67
Worst Rolling Year
7.49%
8.87%
Value at Worst Rolling Year
₹1.07 Cr
₹1.09 Cr
Deepest Drawdown
−21.44%
−19.69%
Recovery Period
123 days
37 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.12%
16.51%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 31% · M 8% · S 35%
Number of Stocks
16
112
Portfolio P/E
—
35.74
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%
Sacheerome Ltd · 5.27%
Max India Ltd · 4.89%
Namo eWaste Management Ltd · 4.77%
Sunlite Recycling Industries Ltd · 3.22%
Adani Power Ltd · 3.01%
Top Sectors
—
Capital Goods · 21.18%
Healthcare · 13.36%
Financial Services · 10.98%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 1%
3% / 2% / 1%