Know Your PMS · Monthly tearsheet
Piper Serica Leader Portfolio Strategy
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Sep_202666 months filedBM: NIFTY50TRIBM: BenchmarkName1BM: Benchmark
CAGR
16.83%
Total return
135.25%
Max drawdown
-24.65%
Sharpe
0.93
Sortino
0.92
Calmar
0.68
Win months
63.64%
Best / worst month
14.6% / -11.1%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | 1.20% | 0.12% | -11.13% | 14.57% | 3.89% | 10.33% | 3.64% | 3.10% | -0.71% | – | – | – | 25.45% |
2025 | -9.74% | -10.12% | 8.56% | 2.82% | 6.92% | 5.72% | 0.65% | -1.70% | 2.30% | 2.55% | -1.97% | -4.57% | -0.61% |
2024 | 2.24% | -1.74% | -1.68% | 8.18% | -2.21% | 9.69% | 3.27% | -0.17% | 0.79% | -1.08% | -1.77% | 0.12% | 15.86% |
2023 | -3.51% | -2.50% | -0.80% | 6.12% | 7.80% | 7.13% | 4.40% | 6.92% | 1.88% | – | 7.55% | 3.75% | 45.14% |
2022 | -7.52% | -3.87% | 2.49% | 2.10% | -10.42% | -8.04% | 9.76% | – | 0.54% | 2.41% | 0.79% | -6.16% | -18.09% |
2021 | – | 8.77% | -0.32% | 0.15% | 1.90% | 5.61% | 8.73% | 3.62% | 5.54% | -1.20% | 0.89% | -1.11% | 36.97% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2021 | Mar_2023 | Aug_2023 | 24.65% | 21 mo |
| Oct_2024 | Feb_2025 | Jul_2025 | 21.08% | 9 mo |
| Nov_2025 | Mar_2026 | May_2026 | 15.76% | 6 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 3.39% | 2 mo |
| May_2024 | May_2024 | Jun_2024 | 2.21% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
9 mo
Longest loss streak
4 mo
Ann. volatility
18.47%
Downside deviation
18.29%