Piper Serica Advisors Private Limited • Equity
Piper Serica Leader Portfolio Strategy is an equity portfolio management service (PMS) strategy run by Piper Serica Advisors Private Limited, launched on 26 Jun 2019. As of 30 Sep 2026, it manages ₹1,076 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +20.35% over 1 year, +15.75% over 3 years and +10.93% over 5 years (+16.99% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 9.69 percentage points ahead of its benchmark. Its 3-year return ranks 19th of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Mr. Abhay Agarwal.
Ranked nearby on 3-year return: DMZ Partners Inheritors Strategy (+16.20%), Growth (+15.77%), Surge India (+15.74%), Optimiser Portfolio (+15.63%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -0.71% |
| 3 Months | +6.09% |
| 1 Year | +20.35% |
| 3 Years | +15.75% |
| 5 Years | +10.93% |
| Since Inception | +16.99% |
| management fee | Fixed Fees: AMC Charge: 2% |
| performance fee | Variable Fees: AMC: 0% Hurdle: 6% Performance: 20% |
| exit load | 1st Year: 1.5% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callPiper Serica Leader Portfolio Strategy has a 1-year return of +20.35%, a 3-year return of +15.75%, a 5-year return of +10.93% and +16.99% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Piper Serica Leader Portfolio Strategy returned +10.93% against +6.38% for the Nifty 50 TRI, 4.55 percentage points ahead. Over 3 years it returned +15.75% against +6.06%; Over 1 year it returned +20.35% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, Piper Serica Leader Portfolio Strategy's 3-year return of +15.75% ranks 19th as of 30 Sep 2026.
Piper Serica Leader Portfolio Strategy is managed by Mr. Abhay Agarwal at Piper Serica Advisors. The strategy manages ₹1,076 Cr of client assets as of 30 Sep 2026.
Piper Serica Leader Portfolio Strategy manages ₹1,076 Cr of client assets as of 30 Sep 2026.
The fee structure for Piper Serica Leader Portfolio Strategy includes: management fee: Fixed Fees: AMC Charge: 2%; performance fee: Variable Fees: AMC: 0% Hurdle: 6% Performance: 20%; exit load: 1st Year: 1.5%.
The minimum investment for Piper Serica Leader Portfolio Strategy is ₹50 Lakhs.
Piper Serica Leader Portfolio Strategy was launched on 26 Jun 2019. It has a 7-year track record.
Description
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