Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.10%
3.26%
6 Months
24.70%
4.03%
1 Year
21.80%
0.70%
3 Years
16.46%
10.01%
5 Years
12.29%
8.40%
Since Inception
17.31%
14.84%
Fund Age
7 yrs 2 mo
7 yrs 10 mo
AUM
₹328.39 Cr
₹2,937.84 Cr
Alpha – 1 Year
22.15%
−2.28%
Alpha – 3 Years
7.46%
−1.88%
Information Ratio – 3 Years
1.55
-0.37
Volatility – 1 Year
22.56%
17.90%
Volatility – 3 Years
18.01%
14.65%
Beta – 1 Year
1.10
1.00
Beta – 3 Years
0.98
0.93
Sharpe Ratio – 1 Year
0.85
-0.18
Sharpe Ratio – 3 Years
1.07
0.35
Worst Rolling Year
7.49%
7.25%
Value at Worst Rolling Year
₹1.07 Cr
₹1.07 Cr
Deepest Drawdown
−21.44%
−18.24%
Recovery Period
123 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.12%
15.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 58% · M 15% · S 26%
Number of Stocks
16
71
Portfolio P/E
—
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
—
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
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%