Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
WhiteOak Capital Research Select Equity
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%
2.78%
6 Months
24.70%
1.92%
1 Year
21.80%
0.43%
3 Years
16.46%
—
5 Years
12.29%
—
Since Inception
17.31%
6.17%
Fund Age
7 yrs 2 mo
2 yrs 2 mo
AUM
₹328.39 Cr
₹22.98 Cr
Alpha – 1 Year
22.15%
−2.55%
Alpha – 3 Years
7.46%
—
Information Ratio – 3 Years
1.55
—
Volatility – 1 Year
22.56%
16.90%
Volatility – 3 Years
18.01%
—
Beta – 1 Year
1.10
0.96
Beta – 3 Years
0.98
—
Sharpe Ratio – 1 Year
0.85
-0.22
Sharpe Ratio – 3 Years
1.07
—
Worst Rolling Year
7.49%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−21.44%
−16.17%
Recovery Period
123 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
17.12%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 61% · M 14% · S 21%
Number of Stocks
16
41
Portfolio P/E
—
31.26
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 · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
—
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
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%