Sharescart Research Club logo

Piper Serica Leader Portfolio Strategy EQUITY

PIPER SERICA ADVISORS PRIVATE LIMITED
Looking to Grow Your Wealth with PMS?

Expert-managed portfolios tailored to your financial goals.

Profile
Benchmark NIFTY50TRI
Profile
Min. Investment 50,00,000
Profile
AUM (Cr.) 239.66
Profile
Inception Date 26 June 2019

Focuses on identifying high-quality companies in emerging sectors with strong competitive moats, sustainable earnings growth, and low business volatility, aiming for compounding long-term returns for investors.

Abhay Agarwal Abhay Agarwal

Abhay is the Founder and Fund Manager of Piper Serica Advisors, a SEBI-registered PMS and AIF manager, with over 30 year... Abhay is the Founder and Fund Manager of Piper Serica Advisors, a SEBI-registered PMS and AIF manager, with over 30 years of investment experience. He specializes in growth investing, identifying emerging leaders in sunrise sectors and early-stage high-potential start-ups. Abhay previously worked as Director in JP Morgan’s Private Equity group across India, HK, and Singapore, and held investment roles at Citibank India. He holds an MBA from Jamnalal Bajaj Institute of Management and multiple SEBI/NISM certifications. Beyond finance, Abhay is a martial artist with black belts in Judo and Shotokan Karate and mentors underprivileged youth in martial arts Read More

Investment Approach Trailing Returns %
Duration Investment Approach Benchmark Alpha
1 Month -11.13% -11.3% 0.17%
3 Months -9.96% -14.44% 4.48%
6 Months -13.62% -9.02% -4.6%
1 Year -1.61% -3.99% 2.38%
2 Year 0.72% 1.19% -0.47%
3 Year 15.47% 10.03% 5.44%
5 Year 9.09% 10.01% -0.92%
Since Inception 12.7% 11.26% 1.44%
Investment Approach vs Benchmark
Year Wise One Month Performance
Month Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2026 1.2% -- -11.13% -- -- -- -- -- -- -- -- --
Benchmark -3.04% -- -11.3% -- -- -- -- -- -- -- -- --
Alpha 4.24% -- 0.17% -- -- -- -- -- -- -- -- --
Month Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2025 -9.74% -10.12% 8.56% 2.82% 6.92% 5.72% 0.65% -1.7% 2.3% 2.55% -1.97% --
Benchmark -0.45% -5.79% 6.31% 3.48% 1.92% 3.37% -2.77% -1.21% 0.77% 4.62% 1.92% --
Alpha -9.29% -4.33% 2.25% -0.66% 5% 2.35% 3.42% -0.49% 1.53% -2.07% -3.89% --
Month Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2024 -- -- -- 8.18% -2.21% 9.69% 3.27% -0.17% 0.79% -1.08% -1.77% 0.12%
Benchmark -- -- -- 1.24% 0.03% 6.77% 4% 1.36% 2.28% -6.12% -0.26% -2.02%
Alpha -- -- -- 6.94% -2.24% 2.92% -0.73% -1.53% -1.49% 5.04% -1.51% 2.14%
Year And Month Wise Aum (Cr) Performance
Month Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2026 267.4 -- 239.7 -- -- -- -- -- -- -- -- --
2025 233.2 210.2 229 236.7 255.8 268.8 269.8 260 265 273.9 271.5 --
2024 -- -- -- 229.3 227.6 252.2 260.8 262.2 259.6 259.2 256.2 254.7

Looking to Grow Your Wealth with PMS?

Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.

Investor
whatsapp