Piper Serica - Leader Portfolio Strategy

Piper Serica Advisors Pvt Ltd
FLEXICAP

14

Out of 15*
Compare
Share

Portfolio age 5 years, 9 months

-10.12%

-5.89%

Hurdle Rate** 8.00%

Fixed fee 2.50%

Min. Investment ₹50 Lac

*Ranking of the scheme in the peer group is based on its return for the longest period available

**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 28/02/2025)

Compare the performance of the PMS scheme against benchmark across different time periods.

DETAILED PORTFOLIO

EQUITY (88.01%)

CASH AND EQUIVALENT (3.5%)

OTHERS (8.49%)

Allocation by Market Cap

Small Cap (51.31%)

Large Cap (19.36%)

Mid Cap (17.34%)

Sector Holdings

Financial Services 26.90%
Healthcare 22.22%
Capital Goods 11.90%
Chemicals 9.18%
Consumer Durables 6.13%

Stock Holdings

Amber Enterprises India Limited 6.13%
Divi's Laboratories Limited 5.51%
ICICI Prudential Life Insurance Company Limited 5.09%
Divi's Laboratories Ltd 5.08%
Cash & Cash Equivalents 4.90%

PORTFOLIO MANAGERS

Abhay Agarwal

Manager Rank 19 Out of 23
i
Rank is based on 3-year return
Schemes Managed 1
Total AUM Undisclosed
Highest Return In 1 Yr -7.18%

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.

Other Schemes

1M 3M 6M 1Y 3Y 5Y

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Grid

Piper Serica - Leader Portfolio Strategy

AUM (₹ Cr)

UNDISC.

Hurdle Rate

8% or 6%

Benchmark

Nifty 50 TRI

FUND SUMMARY

AUM (₹ Cr)

UNDISC. (As on Feb, 2025)

Inception Date

Jun 2, 2019

Min. Investment

₹50 Lac

SIP Option

Available

STP Option

Not 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.

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

Fee Structure

Fixed Fee

2.50%

Variable Fee

1.50%

Hurdle Rate

8% or 6%

Profit Sharing

15% above the 8% Hurdle or 20% above the 6% Hurdle

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Investment Philosophy

Objective

To grow 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 Approach

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.