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) |
|---|
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 7M | 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 % |
| 7.85% | -18.28% | 72.41% | -10.43% | 0.90 | 19.56% | -0.70 | -4.51% | -0.16 | 56.32 % | |
| 8.37% | -17.79% | -9.42% | 1.19 | -4.94% | -0.19 | 57.47 % | ||||
| 5.30% | -13.44% | -8.14% | 1.01 | -5.70% | -0.21 | 55.17 % | ||||
| 8.56% | -5.38% | 3.18% | 0.71 | -1.18% | -0.04 | 55.17 % | ||||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 12.97 |
| Mid Cap | 0.00 |
| 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 31 Dec 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Jun 22.
