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) |
|---|---|---|---|
| 4.06% | 0.76 | 17.26% | 64.63% |
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 | -11.00% | 9.80% | -13.50% | -1.50% | 0.80% | 15.50% | 9.10% | - | 12.70% |
| Nifty 50 TRI | -11.30% | -14.40% | -9.00% | -4.00% | 1.20% | 10.00% | 10.00% | - | 11.30% |
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 10M | 862 | Nifty 50 TRI | 12.70% | 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 | 0.82% | 2.75% | 64.63% | 3.57% | 0.95 | 17.26% | -0.30 | 2.51% | 0.21 | 50.00 % |
| Nifty 500 | -0.08% | 2.4% | 2.32% | 0.96 | 0.62% | 0.06 | 50.00 % | |||
| Nifty Midcap 100 | -7.05% | 1.72% | -5.33% | 0.89 | -5.46% | -0.51 | 40.24 % | |||
| Nifty Smallcap 100 | 2.39% | 1.67% | 4.06% | 0.76 | -1.77% | -0.14 | 45.12 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 12.38 |
| Mid Cap | 3.32 |
| Small Cap | 71.22 |
| Cash | 13.08 |
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 March 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 Mar 26.
