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.
![Piper Serica](https://www.pmsaifworld.com/wp-content/uploads/piper-serica.jpg)
Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
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Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
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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 | 5Y 0M | BSE 500 TRI | 7 |
Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
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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 | 15.04% | -25.47% | 72.41% | -10.43% | 0.90 | 19.56% | -0.70 | -4.51% | -0.16 | 56.32 % |
Nifty 500 | 7.67% | -17.09% | -9.42% | 1.19 | -4.94% | -0.19 | 57.47 % | |||
Nifty Midcap 100 | -9.30% | 1.16% | -8.14% | 1.01 | -5.70% | -0.21 | 55.17 % | |||
Nifty Smallcap 100 | -15.20% | 18.38% | 3.18% | 0.71 | -1.18% | -0.04 | 55.17 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
![image](https://www.pmsaifworld.com/wp-content/themes/investment/images/icon-download.png)
Disclaimer
#Returns as of 30 June 2024. 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.