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comparison

COMPARE PMS Schemes

A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
Piper Serica - Leader Portfolio Strategy
Business Leaders PMS
Fund Summary
Category FLEXICAP FLEXICAP
AUM (₹ cr) UNDISC. 102
Fixed Fee 2.50% 2.50%
Variable Fee 1.50% 1.50%
Hurdle Rate 8% or 6% S&P BSE 500(Benchmark)
Profit Sharing 15% above the 8% Hurdle or 20% above the 6% Hurdle 20% on Outperformance / Alpha
Benchmark Nifty 50 TRI S&P BSE 500 TRI
Portfolio Age 5 years, 9 months 4 years, 1 months
Trailing Returns
Portfolio Manager
Abhay Agarwal
Abhay Agarwal
Profile Abhay Agarwal is the founder and MD of Piper Serica Advisors. He is the CIO for the Piper Serica Leader Portfolio Strategy (TM). Earlier, Abhay worked as a Director with the Private Equity group of JP Morgan in India, HK and Singapore (1997- 2003). He invested in companies in India, Korea, Australia, Singapore, China and the US. His investments included LBO’s and growth capital. Some of the companies he invested in include HDFC Bank, Piramal Glass, Jubilant Foodworks, Nicholas Piramal (acquired by Abbott), Bharat Forge, MTR Foods (acquired by Orkla), Mando Machinery Korea, Marico and HDFC Securities. He was a director on the board of some of these companies. Prior to that Abhay managed a poprietory fund for Citibank India from 1993-97.He has done MMS from JBIMS, Mumbai in 1993 and B. Com. from Sydenham College in 1991.Abhay is a second-degree black belt in Judo and a certified international Judo coach. He trains under-privileged children and supports budding Judokas.
Detailed Portfolio
Allocation by Market Cap
  • Large Cap 19.36%
  • Mid Cap 17.34%
  • Small Cap 51.31%
  • Large Cap 80.87%
  • Mid Cap 12.93%
  • Small Cap 5.18%
Sector Holdings
Capital Goods
11.9%
Chemicals
9.18%
Consumer Durables
6.13%
Financial Services
26.9%
Healthcare
22.22%
Consumer Services
9.13%
Fast Moving Consumer Goods
6.17%
Financials Services
36.95%
Health Care
6.17%
Healthcare
6.9%
Information Technology
10.55%
Stock Holdings
Amber Enterprises India Limited
6.13%
Cash & Cash Equivalents
4.9%
CMS Info Systems Limited
4.7%
Divi's Laboratories Limited
5.51%
Divi's Laboratories Ltd
5.08%
ICICI Prudential Life Insurance Company Limited
5.09%
Sharda Cropchem Limited
4.73%
Bajaj Finance Ltd.
4.51%
Bharati Airtel Ltd
4.57%
Bharti Airtel Ltd.
4%
HDFC Bank Ltd
9.64%
ICICI Bank Ltd
9.93%
State Bank Of India
4.2%
Tata Consultancy Services Ltd
4.64%
Investment Details
Min. Investment ₹5000000 ₹5000000
SIP Option Available Not Available
STP Option Not Available Available
Exit Load Exit load is 2.00% if redeemed in 0-1 year, 1.00% if redeemed in >1-2 years, 1.00% if redeemed in >2-3 years, 0% thereafter. Exit load is 0.00% if redeemed in 0-1 year, 0% thereafter.
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