Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.10%
0.30%
6 Months
24.70%
26.99%
1 Year
21.80%
26.29%
3 Years
16.46%
27.01%
5 Years
12.29%
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Since Inception
17.31%
35.84%
Fund Age
7 yrs 2 mo
4 yrs 3 mo
AUM
₹328.39 Cr
₹521.91 Cr
Alpha – 1 Year
22.15%
28.33%
Alpha – 3 Years
7.46%
20.36%
Information Ratio – 3 Years
1.55
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Volatility – 1 Year
22.56%
31.27%
Volatility – 3 Years
18.01%
25.96%
Beta – 1 Year
1.10
—
Beta – 3 Years
0.98
—
Sharpe Ratio – 1 Year
0.85
0.72
Sharpe Ratio – 3 Years
1.07
0.85
Worst Rolling Year
7.49%
27.02%
Value at Worst Rolling Year
₹1.07 Cr
₹1.27 Cr
Deepest Drawdown
−21.44%
−26.38%
Recovery Period
123 days
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.12%
36.88%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
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Number of Stocks
16
49
Portfolio P/E
—
21.17
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%
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Top Sectors
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Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 1%
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