Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
24.70%
6.39%
1 Year
21.80%
0.37%
3 Years
16.46%
11.18%
5 Years
12.29%
—
Since Inception
17.31%
4.21%
Fund Age
7 yrs 2 mo
4 yrs 6 mo
AUM
₹328.39 Cr
₹59.82 Cr
Alpha – 1 Year
22.15%
−2.61%
Alpha – 3 Years
7.46%
−0.71%
Information Ratio – 3 Years
1.55
0.13
Volatility – 1 Year
22.56%
22.91%
Volatility – 3 Years
18.01%
17.96%
Beta – 1 Year
1.10
1.09
Beta – 3 Years
0.98
1.01
Sharpe Ratio – 1 Year
0.85
-0.11
Sharpe Ratio – 3 Years
1.07
0.38
Worst Rolling Year
7.49%
3.87%
Value at Worst Rolling Year
₹1.07 Cr
₹1.04 Cr
Deepest Drawdown
−21.44%
−25.26%
Recovery Period
123 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.12%
12.37%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 40% · M 26% · S 33%
Number of Stocks
16
35
Portfolio P/E
—
45.30
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 · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
—
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
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%