To multiply wealth over a long period of time by investing in natural compounders of earnings that produce above-average absolute returns with below-average business volatility.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 2.00% | 0.78 | 19.20% | 64.56% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Piper Serica Advisors Pvt Ltd Leader Portfolio Strategy | -4.57% | -4.07% | -5.99% | -3.77% | 5.49% | 16.82% | 12.35% | - | 15.05% |
| Nifty 50 TRI | -0.28% | 6.33% | 2.92% | 11.88% | 10.97% | 14.32% | 14.68% | 14.41% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Piper Serica Advisors Pvt Ltd Leader Portfolio Strategy | Multi Cap & Flexi Cap | Mr Abhay Agarwal | 02 June 2019 | 6Y 8M | 844.26 | Nifty 50 TRI | 15.05% | 18 | NA |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | -10.85% | -3.28% | 64.56% | -14.13% | 1.29 | 19.20% | -0.38 | 1.75% | 0.14 | 48.10 % |
| Nifty 500 | -7.22% | -3.09% | -10.31% | 1.25 | -0.16% | -0.01 | 49.37 % | |||
| Nifty Midcap 100 | -6.45% | -2.92% | -9.37% | 0.96 | -6.07% | -0.57 | 40.51 % | |||
| Nifty Smallcap 100 | 4.65% | -2.65% | 2.00% | 0.78 | -2.74% | -0.21 | 45.57 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 12.97 |
| Mid Cap | |
| Small Cap | 72.47 |
| Cash | 14.56 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31st Jan 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Dec 25.
