Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs Wallfort-Ameya Fund
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
Wallfort-Ameya Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.10%
9.87%
6 Months
24.70%
46.37%
1 Year
21.80%
29.61%
3 Years
16.46%
24.62%
5 Years
12.29%
—
Since Inception
17.31%
39.89%
Fund Age
7 yrs 2 mo
20 mo
AUM
₹328.39 Cr
₹147.17 Cr
Alpha – 1 Year
22.15%
24.89%
Alpha – 3 Years
7.46%
12.53%
Information Ratio – 3 Years
1.55
—
Volatility – 1 Year
22.56%
25.97%
Volatility – 3 Years
18.01%
29.84%
Beta – 1 Year
1.10
1.03
Beta – 3 Years
0.98
—
Sharpe Ratio – 1 Year
0.85
0.92
Sharpe Ratio – 3 Years
1.07
1.29
Worst Rolling Year
7.49%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−21.44%
−21.24%
Recovery Period
123 days
58 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%
Zaggle Prepaid Ocean Services Ltd · 13.46%
Entero Healthcare Solutions Ltd · 9.96%
Borosil Ltd · 9.07%
Triveni Engineering and Industries Ltd · 8.92%
Rategain Travel Technologies Ltd · 7.62%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 1%
0% / 0% / 0%