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 |
|---|---|---|---|---|---|---|---|---|---|
| Piper Serica Leader Portfolio | -0.43% | 7.62% | 29.76% | 21.42% | 4.46% | 20.67% | - | - | 17.60% |
| BSE 500 TRI | -2.93% | -1.71% | 9.90% | 8.20% | 5.31% | 20.48% | - | - | 13.51% |
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 | 4Y 5M | 652 | BSE 500 TRI | 17.60% | 21 | 7 |
| 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 | 5.86% | -16.29% | 72.41% | -10.43% | 0.90 | 19.56% | -0.70 | -4.51% | -0.16 | 56.32 % |
| Nifty 500 | 4.08% | -13.5% | -9.42% | 1.19 | -4.94% | -0.19 | 57.47 % | |||
| Nifty Midcap 100 | -8.70% | 0.56% | -8.14% | 1.01 | -5.70% | -0.21 | 55.17 % | |||
| Nifty Smallcap 100 | -10.58% | 13.76% | 3.18% | 0.71 | -1.18% | -0.04 | 55.17 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| Central Depository Services (India) Ltd | 4.20 |
| Spandana Sphoorty Financial Ltd | 4.00 |
| CMS Info systems | 4.00 |
| ITC Ltd | 4.00 |
| APL Apollo Tubes Ltd | 3.90 |
| Top 5 Equity Holdings | 20.10 |
Sector Allocation
| Holding | % |
|---|---|
| Financial Services | 33.83 |
| Materials | 11.01 |
| Consumer Discretionary | 6.83 |
| Diversified Conglomerate | 6.58 |
| Health Care | 3.82 |
| Agriculture | 2.93 |
| Pharmaceuticals | 2.69 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 31.70 |
| Mid Cap | 16.70 |
| Small Cap | 29.60 |
| Cash | 22.00 |
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 Oct 2023. 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.
