Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
24.70%
13.10%
1 Year
21.80%
18.11%
3 Years
16.46%
14.56%
5 Years
12.29%
8.71%
Since Inception
17.31%
13.67%
Fund Age
7 yrs 2 mo
11 yrs 2 mo
AUM
₹328.39 Cr
₹138.06 Cr
Alpha – 1 Year
22.15%
18.46%
Alpha – 3 Years
7.46%
5.57%
Information Ratio – 3 Years
1.55
0.62
Volatility – 1 Year
22.56%
22.83%
Volatility – 3 Years
18.01%
16.72%
Beta – 1 Year
1.10
1.29
Beta – 3 Years
0.98
1.00
Sharpe Ratio – 1 Year
0.85
0.61
Sharpe Ratio – 3 Years
1.07
0.55
Worst Rolling Year
7.49%
-8.44%
Value at Worst Rolling Year
₹1.07 Cr
₹0.92 Cr
Deepest Drawdown
−21.44%
−17.10%
Recovery Period
123 days
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
17.12%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 38% · M 14% · S 45%
Number of Stocks
16
18
Portfolio P/E
—
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
—
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 1%
0% / 0% / 0%