Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs Wallfort-India Contra Equity Fund
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
Wallfort-India Contra Equity Fund
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%
3.26%
6 Months
24.70%
17.84%
1 Year
21.80%
16.84%
3 Years
16.46%
—
5 Years
12.29%
—
Since Inception
17.31%
22.85%
Fund Age
7 yrs 2 mo
7 mo
AUM
₹328.39 Cr
₹37.36 Cr
Alpha – 1 Year
22.15%
12.12%
Alpha – 3 Years
7.46%
—
Information Ratio – 3 Years
1.55
—
Volatility – 1 Year
22.56%
29.93%
Volatility – 3 Years
18.01%
—
Beta – 1 Year
1.10
1.60
Beta – 3 Years
0.98
—
Sharpe Ratio – 1 Year
0.85
0.48
Sharpe Ratio – 3 Years
1.07
—
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%
Aditya Birla Real Estate Ltd · 16.62%
Kalyani Steels Ltd · 15.41%
L G Balakrishnan & Bros Ltd · 12.63%
HDFC Bank Ltd · 11.21%
Kolte Patil Developers Ltd · 10.11%
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%