APMI

Piper Serica Leader Portfolio Strategy

Investment Approach Details

₹860.77

(AUM CR)

PMS Provider Name

Piper Serica Advisors Private Limited

Benchmark

Nifty 50 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

26/06/2019

Age

5.4 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

AMC Charge: 2%

Variable Fees Structure

AMC: 0% Hurdle: 6% Performance: 20%

Exit Load

1st Year: 1.5%

Purpose

India has the worldÃ¢??s largest population of millennials and Gen-Z. The emerging sectors that benefit from this demographic profile and high-quality product and service aspiration, will grow much faster than the traditional sectors. By building a strong moat, the leaders of these sectors will grow fast and create higher value for their shareholders. We invest in these LEADERS. They compound earnings for a very long period of time with very little business volatility and create fabulous returns for long-termÃ?Â investors.

Fund Manager Details


Mr. Abhay Agarwal
Work Exp. NA
Email ID abhay@piperserica.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.10

1 Year Turnover

0.98