Piper Serica

Piper Serica Leader Portfolio


Key Portfolio Attributes

Inception Date: 01 Jun 2019

Number of Stocks: 19

Fund Manager Name: Mr. Abhay Agarwal

Fund Manager Qualification:

Mr. Abhay Agarwal has completed his MBA from Jamnalal Bajaj in 1993. Prior to that, he obtained a Bachelor’s degree in Finance and Accounting from Sydenham College, Mumbai in 1991. He has spent his entire career in investment management, in India and in the rest of Asia. He started by managing a USD 50 million proprietary investment program for Citibank India in 1994. As manager to this program he made an investment in then upcoming companies like HDFC Bank, ICICI Bank, Marico, Nicholas Piramal, Bharat Forge etc. wherein the returns generated were significantly higher than the market returns. In 1998 he joined the private equity fund set up by Chase Capital Partners. He was a part of the core investment management team. Their largest investment included a 15% stake in HDFC Bank, seed capital to Jubilant Food works and HDFC Securities and investments in strong companies like MTR Foods, Gujarat Glass etc.

Fund Manager Experience:

1. Citibank India (1994 - 1998) 4 years

2. Chase Capital Partners (1998- 2003) 5 years

3. Piper Serica Advisors (2003 - present) 17years

Investment Objective

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.

Investment Strategy

Piper Serica Leader Portfolio Strategy Identify FAST GROWTH SECTORS that are benefitting from changing demographic profile and consumption patterns. Invest in LEADERS in these identified sectors that COMPOUND earnings for a very long period of time with very little business volatility.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio4.0%5.0%-1.6%-8.9%20.9%16.7%16.1%
Nifty 503.5%7.1%5.7%3.6%24.9%17.2%13.9%



QRC Report Card *




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

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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.




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Do Not Simply Invest, Make Informed Decisions