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) |
---|---|---|---|
-6.15% | 0.68 | 14.36% | 73.81% |
Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Portfolio | 2.1% | -1.5% | -7.7% | 17.4% | 33.6% | 20.7% | 20.6% | - | 21.8% |
Nifty 50 | -2.1% | 0.7% | -1.9% | 16.9% | 31.7% | 13.3% | 13.0% | - | 10.3% |
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 | 2Y 10M | 419 | Nifty 50 | 21.8% | 19 | 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 | 6.26% | -10.33% | 73.81% | -4.07% | 0.47 | 14.36% | 0.78 | -3.65% | -0.13 | 57.14 % |
Nifty 500 | 3.61% | -9.76% | -6.15% | 0.68 | -4.18% | -0.16 | 58.33 % | |||
Nifty Midcap 100 | -3.94% | -6.57% | -10.51% | 0.69 | -5.13% | -0.19 | 55.95 % | |||
Nifty Smallcap 100 | -8.92% | -4.9% | -13.82% | 0.47 | -1.90% | -0.06 | 54.76 % |
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 | 16.8 |
Mid Cap | 26.3 |
Small Cap | 52.9 |
Cash | 4.0 |
Disclaimer
#Returns as of 30 Apr 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 Mar 22.
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
