Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
Wright Factor Fund
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%
10.96%
6 Months
24.70%
14.84%
1 Year
21.80%
16.93%
3 Years
16.46%
—
5 Years
12.29%
—
Since Inception
17.31%
20.33%
Fund Age
7 yrs 2 mo
3 yrs
AUM
₹328.39 Cr
₹214.05 Cr
Alpha – 1 Year
22.15%
12.21%
Alpha – 3 Years
7.46%
—
Information Ratio – 3 Years
1.55
0.51
Volatility – 1 Year
22.56%
22.29%
Volatility – 3 Years
18.01%
21.03%
Beta – 1 Year
1.10
0.97
Beta – 3 Years
0.98
0.97
Sharpe Ratio – 1 Year
0.85
0.57
Sharpe Ratio – 3 Years
1.07
0.72
Worst Rolling Year
7.49%
18.92%
Value at Worst Rolling Year
₹1.07 Cr
₹1.19 Cr
Deepest Drawdown
−21.44%
−27.91%
Recovery Period
123 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.12%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 12% · M 21% · S 55%
Number of Stocks
16
25
Portfolio P/E
—
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 1%
0% / 0% / 0%