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Piper Serica - Leader Portfolio Strategy
Piper Serica - Leader Portfolio Strategy

Piper Serica - Leader Portfolio Strategy

  • Piper Serica Advisors Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 78
    Out of 118*
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Portfolio age6 years, 6 months
2.55%
4.62%
Hurdle Rate**6.00%
Fixed fee2.50%
Min. Investment₹50 Lacs
*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

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (5.51%)
Allocation by Market Cap
Small Cap (63.92%)
Mid Cap (12.57%)
Large Cap (16.09%)
Sector Holdings
  • Financial Services37.35%
  • Healthcare21.25%
  • Capital Goods13.05%
  • Chemicals7.79%
  • Consumer Services7.67%
Stock Holdings
  • Cartrade Tech Limited7.67%
  • Fusion Finance Limited6.13%
  • Cash & Cash Equivalents5.51%
  • Amber Enterprises India Limited5.47%
  • Syrma SGS Technology Limited5.34%

bt_logoPORTFOLIO MANAGERS

Abhay Agarwal
  • Manager Rank95 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM876.76
  • Highest Return In 1 Yr1.17%
Profile

Abhay is the Founder and Fund Manager of Piper Serica Advisors, bringing over 30 years of investment experience. Piper Serica, a multi-asset manager, was founded in 2004 and is registered with SEBI. It serves as the PMS manager and advisor to the Piper Serica India Numero Uno Fund, a Foreign Portfolio Investor (FPI) based in Mauritius. Both entities focus on investing in stocks listed in India.In addition, Piper Serica manages the Piper Serica Angel Fund, a SEBI Category I Alternative Investment Fund (AIF), which invests in Indian tech startups. Its fintech portfolio includes prominent startups such as Alt Mobility, Kivi Fintech, Freed, Flashaid, OTPLess, Castler, Rupeeflo, and Swara Fincare.Before establishing Piper Serica, Abhay gained significant experience as a Director with the Private Equity group of JP Morgan in India, Hong Kong, and Singapore from 1997 to 2004. Prior to JP Morgan, he worked at Citibank India from 1993 to 1997, where he managed a direct investment program that resulted in several successful investments.Abhay holds an MBA from the Jamnalal Bajaj Institute of Management Studies, Mumbai (1993). He is also certified as an AIF Fund Manager, PMS Manager, Investment Advisor, and Research Analyst by NISM/SEBI.Abhay's extensive experience and deep expertise in investments make him a distinguished figure in the industry, driving the success and strategic direction of Piper Serica Advisors.

Other Schemes
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Piper Serica - Leader Portfolio Strategy
AUM (₹ Cr)
₹876.76 Cr
Hurdle Rate
6.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
189 Out of 251
Fixed Fee
2.50%
Scheme Return
2.55%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
876.76
(As on Oct, 2025)
Inception Date
Jun 02, 2019
Min. Investment
₹50 Lacs
SIP Option
Available
STP Option
Not Available
Exit Load
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
No Option
Hurdle Rate
6.00%
Profit Sharing
20% Profit Sharing Over 6% Hurdle Rate
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bt_logoINVESTMENT PHILOSOPHY

Objective

We focus on generating consistent returns by capitalizing on India's structural growth opportunities while maintaining prudent risk parameters. This balanced approach provides investors with the potential for substantial wealth accumulation over long time horizons, effectively navigating market volatility while capturing the momentum of India's economic expansion. Our disciplined execution enables investors to participate in India's compelling growth narrative through a professionally managed investment vehicle with institutional-grade oversight and compliance.

Investment Approach

Our multi-cap strategy targets quality businesses across market capitalizations, balancing established large-caps with high-potential mid and smallcaps.We prioritize companies with strong fundamentals sustainable competitive advantages, and clear growth pathways.We implement systematic rebalancing based on valuation parameters and evolving risk profiles, enabling tactical adjustments while maintaining sectoral diversification aligned with India's economic landscape.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Piper Serica - Leader Portfolio Strategy
AUM (₹ Cr)
₹876.76 Cr
Hurdle Rate
6.00%
Benchmark
Nifty 50 TRI
Category Rank
189 Out of 251
Fixed Fee
2.50%
Scheme Return
2.55%
Benchmark Return
4.62%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Piper Serica Advisors Pvt Ltd
Piper Serica Advisors Pvt Ltd manages assets worth Rs 901.32 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

901.32 (As on Oct, 2025)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
Piper Serica - Leader Portfolio Strategy
AUM (₹ Cr)
₹876.76 Cr
Hurdle Rate
6.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
189 Out of 251
Fixed Fee
2.50%
Scheme Return
2.55%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Piper Serica - Leader Portfolio Strategy?
The hurdle rate of Piper Serica - Leader Portfolio Strategy is 6.00%.
What is the fixed fee charged in Piper Serica - Leader Portfolio Strategy ?
The fixed fee charged in Piper Serica - Leader Portfolio Strategy is 2.50%.
What is the variable fee charged in Piper Serica - Leader Portfolio Strategy ?
There is no option for Variable fee.
What is the profit sharing in Piper Serica - Leader Portfolio Strategy ?
The profit sharing in Piper Serica - Leader Portfolio Strategy is 20% Profit Sharing Over 6% Hurdle Rate.
What is the minimum investment in Piper Serica - Leader Portfolio Strategy ?
The minimum investment in Piper Serica - Leader Portfolio Strategy is ₹50 Lacs
What type of scheme is Piper Serica - Leader Portfolio Strategy?
Piper Serica - Leader Portfolio Strategy is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Piper Serica - Leader Portfolio Strategy?
The inception date of Piper Serica - Leader Portfolio Strategy is Jun 02, 2019.
What is the exit load of Piper Serica - Leader Portfolio Strategy?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.

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