- Manager
- Piper Serica Advisors
- Service
- Discretionary
- Asset class
- Equity
Piper Serica Leader Portfolio Strategy
+20.35%
1-year return
Benchmark NIFTY50TRI −7.09% · to 30 Sep 2026
Piper Serica Advisors’ Piper Serica Leader Portfolio Strategy returned 20.35% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY50TRI. It managed ₹343 crore across its clients.
Key numbers
- AUM
- ₹343 Cr
- Benchmark
- NIFTY50TRI
- Turnover, past year
- 0.82×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY50TRI | Difference |
|---|---|---|---|
| 1 month | −0.71% | −6.03% | +5.32% |
| 3 months | +6.09% | −4.91% | +11.00% |
| 6 months | +39.32% | +2.13% | +37.19% |
| 1 year | +20.35% | −7.09% | +27.44% |
| 2 years | +8.38% | −5.29% | +13.67% |
| 3 years | +15.75% | +6.06% | +9.69% |
| 4 years | +17.97% | +8.48% | +9.49% |
| 5 years | +10.93% | +6.38% | +4.55% |
| Since inception | +16.99% | +10.76% | +6.23% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity67.44%₹231 Cr
- Mutual funds28.57%₹97.88 Cr
- Cash and other2.59%₹8.88 Cr
- Debt1.40%₹4.80 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹4.53 Cr
- Outflow, Sep 2026
- ₹1.77 Cr
- Net, Sep 2026
- ₹2.76 Cr
- Net, FY to date
- ₹12.40 Cr
- Turnover, month
- 0.25×
- Turnover, past year
- 0.82×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Piper Serica Leader Portfolio Strategy returned?
20.35% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −0.71%; 3 months: 6.09%; 6 months: 39.32%; 1 year: 20.35%; 2 years: 8.38%; 3 years: 15.75%; 4 years: 17.97%; 5 years: 10.93%; Since inception: 16.99%.
How has it done against its benchmark?
Its benchmark, the NIFTY50TRI, returned −7.09% over the year, so the strategy was 27.44 percentage points ahead.
How much does Piper Serica Leader Portfolio Strategy manage?
₹343 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Piper Serica Leader Portfolio Strategy?
Piper Serica Advisors, a SEBI-registered portfolio manager (INP000006749), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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