Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
White Oak India Select Equity 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%
4.84%
6 Months
24.70%
7.61%
1 Year
21.80%
−0.76%
3 Years
16.46%
11.28%
5 Years
12.29%
9.58%
Since Inception
17.31%
11.67%
Fund Age
7 yrs 2 mo
7 yrs 11 mo
AUM
₹328.39 Cr
₹12.5 Cr
Alpha – 1 Year
22.15%
−3.74%
Alpha – 3 Years
7.46%
−0.61%
Information Ratio – 3 Years
1.55
-0.06
Volatility – 1 Year
22.56%
20.02%
Volatility – 3 Years
18.01%
16.21%
Beta – 1 Year
1.10
1.05
Beta – 3 Years
0.98
0.91
Sharpe Ratio – 1 Year
0.85
-0.22
Sharpe Ratio – 3 Years
1.07
0.41
Worst Rolling Year
7.49%
8.66%
Value at Worst Rolling Year
₹1.07 Cr
₹1.09 Cr
Deepest Drawdown
−21.44%
−24.66%
Recovery Period
123 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.12%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 36% · M 30% · S 35%
Number of Stocks
16
15
Portfolio P/E
—
35.71
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 · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
—
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
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%