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 | -1.10% | -0.50% | 10.00% | 31.20% | 26.20% | 12.70% | 23.20% | 19.80% | |
| BSE 500 TRI | -6.45% | -3.58% | 8.71% | 35.90% | 22.05% | 15.68% | 19.84% | 14.50% |
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 4M | 868 | BSE 500 TRI | 19.80% | 22 | 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 | 15.62% | -26.05% | 72.41% | -10.43% | 0.90 | 19.56% | -0.70 | -4.51% | -0.16 | 56.32 % |
| Nifty 500 | 7.48% | -16.9% | -9.42% | 1.19 | -4.94% | -0.19 | 57.47 % | |||
| Nifty Midcap 100 | -8.46% | 0.32% | -8.14% | 1.01 | -5.70% | -0.21 | 55.17 % | |||
| Nifty Smallcap 100 | -15.98% | 19.16% | 3.18% | 0.71 | -1.18% | -0.04 | 55.17 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| BAJEL PROJECTS LTD | 1.16 |
| JIO FINANCIAL SERVICES LTD | 5.60 |
| DIXON TECHNOLOGIES INDIA LTD | 4.70 |
| APOLLO HOSPITALS ENTERPRISES LTD | 4.70 |
| RELIANCE INDUSTRIES LTD | 4.40 |
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 | 43.10 |
| Mid Cap | 17.60 |
| Small Cap | 34.90 |
| Cash | 4.40 |
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 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.
