Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
WhiteOak Capital Business Leaders
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%
3.42%
6 Months
24.70%
2.89%
1 Year
21.80%
2.59%
3 Years
16.46%
10.39%
5 Years
12.29%
8.86%
Since Inception
17.31%
11.13%
Fund Age
7 yrs 2 mo
5 yrs 6 mo
AUM
₹328.39 Cr
₹63.54 Cr
Alpha – 1 Year
22.15%
−0.39%
Alpha – 3 Years
7.46%
−1.50%
Information Ratio – 3 Years
1.55
-0.34
Volatility – 1 Year
22.56%
16.68%
Volatility – 3 Years
18.01%
13.79%
Beta – 1 Year
1.10
0.95
Beta – 3 Years
0.98
0.88
Sharpe Ratio – 1 Year
0.85
-0.09
Sharpe Ratio – 3 Years
1.07
0.40
Worst Rolling Year
7.49%
6.98%
Value at Worst Rolling Year
₹1.07 Cr
₹1.07 Cr
Deepest Drawdown
−21.44%
−15.31%
Recovery Period
123 days
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.12%
12.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 69% · M 25% · S 5%
Number of Stocks
16
40
Portfolio P/E
—
30.67
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 · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
—
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
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%