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) |
|---|---|---|---|
| 5.26% | 0.75 | 20.53% | 65.48% |
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 | -0.71% | 6.09% | 39.32% | 20.35% | 8.38% | 15.75% | 10.93% | - | 16.99% |
| Nifty 50 TRI | -6.03% | -4.91% | 2.13% | -7.09% | -5.29% | 6.06% | 6.38% | - | 10.76% |
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 | 7Y 4M | 1075.81 | Nifty 50 TRI | 16.99% | 19 | 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 | 6.98% | 4.57% | 65.48% | 11.55% | 1.10 | 20.53% | 0.15 | 4.46% | 0.36 | 51.19 % |
| Nifty 500 | 3.39% | 3.94% | 7.33% | 1.07 | 1.86% | 0.18 | 51.19 % | |||
| Nifty Midcap 100 | -4.02% | 3.22% | -0.80% | 0.93 | -4.85% | -0.46 | 41.67 % | |||
| Nifty Smallcap 100 | 2.40% | 2.86% | 5.26% | 0.75 | -1.80% | -0.14 | 45.24 % | |||
| BSE 500 | 3.85% | 3.95% | 7.80% | 1.08 | 2.07% | 0.20 | 51.19 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 8.00 |
| Mid Cap | 9.20 |
| Small Cap | 76.60 |
| Cash | 6.30 |
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 30th Sep 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 May 26.
