Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
Wave-Bloom
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%
−0.67%
6 Months
24.70%
−7.55%
1 Year
21.80%
0.34%
3 Years
16.46%
—
5 Years
12.29%
—
Since Inception
17.31%
12.70%
Fund Age
7 yrs 2 mo
2 yrs 3 mo
AUM
₹328.39 Cr
₹7.52 Cr
Alpha – 1 Year
22.15%
−2.64%
Alpha – 3 Years
7.46%
—
Information Ratio – 3 Years
1.55
—
Volatility – 1 Year
22.56%
8.98%
Volatility – 3 Years
18.01%
—
Beta – 1 Year
1.10
0.39
Beta – 3 Years
0.98
—
Sharpe Ratio – 1 Year
0.85
-0.50
Sharpe Ratio – 3 Years
1.07
—
Worst Rolling Year
7.49%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−21.44%
−10.25%
Recovery Period
123 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
17.12%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 71% · M 18% · S 10%
Number of Stocks
16
10
Portfolio P/E
—
15.00
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%
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
Top Sectors
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 1%
—