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) |
|---|---|---|---|
| -9.42% | 1.19 | 19.56% | 72.41% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 4.0% | 5.0% | -1.6% | -8.9% | 20.9% | 16.7% | 16.1% | ||
| Nifty 50 | 3.5% | 7.1% | 5.7% | 3.6% | 24.9% | 17.2% | 13.9% |
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 Leader Portfolio | Multi Cap | Mr. Abhay Agarwal | 24 June 2019 | 3Y 2M | 466.81 | Nifty 50 | 16.1% | 25 | 5 |
| 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 | -1.17% | -9.26% | 72.41% | -10.43% | 0.90 | 19.56% | -0.70 | -4.51% | -0.16 | 56.32 % |
| Nifty 500 | -1.70% | -7.72% | -9.42% | 1.19 | -4.94% | -0.19 | 57.47 % | |||
| Nifty Midcap 100 | -5.27% | -2.87% | -8.14% | 1.01 | -5.70% | -0.21 | 55.17 % | |||
| Nifty Smallcap 100 | 0.11% | 3.07% | 3.18% | 0.71 | -1.18% | -0.04 | 55.17 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| Apollo Hospitals Enterprises | 8.29 |
| Dixon Technologies India | 8.15 |
| APL Apollo Tubes | 7.61 |
| CDSL | 7.19 |
| Angel One | 7.16 |
| Top 5 Equity Holdings | 38.40 |
Sector Allocation
| Holding | % |
|---|---|
| Materials | 6.81 |
| Insurance | 10.05 |
| Consumer Discretionary | 12.64 |
| Online Services | 15.39 |
| Banking And Capital Market | 36.60 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 36.7 |
| Mid Cap | 21.3 |
| Small Cap | 34.8 |
| Cash | 7.2 |
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 Aug 2022. 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.
