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 | 3.64% | 18.80% | 21.10% | 14.46% | 7.45% | 17.87% | 12.41% | - | 17.04% |
| Nifty 50 TRI | 2.36% | 2.28% | -2.98% | -0.43% | 0.06% | 8.57% | 10.41% | - | 12.19% |
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 2M | 1044.61 | Nifty 50 TRI | 17.04% | 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 | 6.94% | 4.61% | 65.48% | 11.55% | 1.10 | 20.53% | 0.15 | 4.46% | 0.36 | 51.19 % |
| Nifty 500 | 3.35% | 3.98% | 7.33% | 1.07 | 1.86% | 0.18 | 51.19 % | |||
| Nifty Midcap 100 | -4.07% | 3.27% | -0.80% | 0.93 | -4.85% | -0.46 | 41.67 % | |||
| Nifty Smallcap 100 | 2.35% | 2.91% | 5.26% | 0.75 | -1.80% | -0.14 | 45.24 % | |||
| BSE 500 | 3.81% | 3.99% | 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 31st July 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.
