Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs Valtrust Momentum
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
Valtrust Momentum
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%
4.78%
6 Months
24.70%
15.08%
1 Year
21.80%
13.63%
3 Years
16.46%
16.91%
5 Years
12.29%
—
Since Inception
17.31%
23.12%
Fund Age
7 yrs 2 mo
3 yrs 7 mo
AUM
₹328.39 Cr
₹78.91 Cr
Alpha – 1 Year
22.15%
8.91%
Alpha – 3 Years
7.46%
4.82%
Information Ratio – 3 Years
1.55
0.40
Volatility – 1 Year
22.56%
20.25%
Volatility – 3 Years
18.01%
21.43%
Beta – 1 Year
1.10
1.06
Beta – 3 Years
0.98
1.18
Sharpe Ratio – 1 Year
0.85
0.47
Sharpe Ratio – 3 Years
1.07
0.59
Worst Rolling Year
7.49%
15.66%
Value at Worst Rolling Year
₹1.07 Cr
₹1.16 Cr
Deepest Drawdown
−21.44%
−29.56%
Recovery Period
123 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.12%
19.72%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 15% · M 30% · S 55%
Number of Stocks
16
30
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%
Acutaas Chemicals Ltd · 6.35%
Laurus Labs Ltd · 4.95%
Strides Pharma Science Ltd · 4.42%
Bharat Forge Ltd · 4.09%
Hitachi Energy India Ltd · 4.05%
Top Sectors
—
Financial Services · 27.01%
Healthcare · 18.85%
Capital Goods · 18.17%
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%