PMS

Piper Serica Leader Portfolio

Multi Cap · Portfolio Management Services

Piper Serica Leader Portfolio is a PMS (Portfolio Management Services) strategy, in the multi cap category. It is managed by Mr Abhay Agarwal. It has returned +21.80% over 1 year, +16.45% over 3 years, +12.29% over 5 years, as reported by the fund manager. It manages about ₹1,080.89 crore. Its benchmark is Nifty 50 TRI. The minimum investment in any PMS is ₹50 lakh.

Returns

1 month
+3.10%Benchmark -1.14%
3 months
+17.89%Benchmark +2.89%
6 months
+24.70%Benchmark -3.60%
1 year
+21.80%Benchmark -0.35%
2 years
+9.19%Benchmark -1.19%
3 years
+16.45%Benchmark +9.00%
5 years
+12.29%Benchmark +8.32%
Since inception
+17.32%Benchmark +11.86%

Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.

Strategy facts

Fund manager: Mr Abhay Agarwal
Category: Multi Cap
Benchmark: Nifty 50 TRI
AUM: ₹1,080.89 Cr
Inception: 02 June 2019
Minimum investment: ₹50 lakh
Allocations: %
Large Cap: 8.00
Mid Cap: 9.20
Small Cap: 76.60
Cash: 6.30

Common questions

What are the returns of Piper Serica Leader Portfolio?

Piper Serica Leader Portfolio has returned +3.10% (1 month), +17.89% (3 months), +24.70% (6 months), +21.80% (1 year), +9.19% (2 years), +16.45% (3 years), +12.29% (5 years), +17.32% (Since inception). Periods over one year are annualised.

What is the minimum investment for Piper Serica Leader Portfolio?

SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.

Who manages Piper Serica Leader Portfolio?

The fund manager is Mr Abhay Agarwal.