Piper Serica Advisors Pvt Ltd
AUM (Cr.)
847.10
No. of Clients
417
No. of Investment Approach
1
As On
30 November 2024
Piper Serica Advisors Pvt. Ltd. provides Portfolio Management service. It has successfully developed the PiperSerica Leader Portfolio Strategy (TM). It is a top-down investment strategy. We identify sectors that will grow for next 15-20 years and then invest in the company with the highest market share and competitive strength in those sectors.We use the 5-Forces Porter Model to rigorously test the competitive strength of each of our portfolio companies on aregular basis. The result is a portfolio that is made up of the best companies and returns are steady and non-volatile.Some core portfolio holdings that have provided significant returns include HDFC Bank, Infoedge, Titan, ApolloHospitals, Bajaj Finance, Interglobe Aviation, Bata, Havells, Jubilant Foodworks, PVR, HDFC LIfe, HDFC AMC and ICICI Lombard.
| PMS Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
Leader Portfolio Strategy |
FLEXICAP | 21.24% | 25.34% | 12.14% | 18.94% | Jun 2019 |
* Returns are as on 30th November 2024, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
Portfolio Manager Profile
NA
AMC Registered Address
222, TV Industrial Estate, SK Ahire Marg, Opp. Glaxo Smith Kline, Worli, Mumbai - 400030
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We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.
All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.