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    ED+ Factsheet June

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    jags
    The Emerging Dominators+ (ED+) fund by Piper Serica aims to invest in high growth small and mid-cap stocks to multiply wealth over the long term. The fund picks 12 companies with substantial market presence in industries benefiting from rising Indian consumption and GDP. Top holdings include CDSL, Dixon, AplApollo, and ApolloHospitals. The strategy focuses on companies with market caps below INR 35,000 crores demonstrating strong corporate governance under professional management.

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    ED+ Factsheet June

    Uploaded by

    jags
    41 views1 page
    The Emerging Dominators+ (ED+) fund by Piper Serica aims to invest in high growth small and mid-cap stocks to multiply wealth over the long term. The fund picks 12 companies with substantial market presence in industries benefiting from rising Indian consumption and GDP. Top holdings include CDSL, Dixon, AplApollo, and ApolloHospitals. The strategy focuses on companies with market caps below INR 35,000 crores demonstrating strong corporate governance under professional management.

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    ED+ Factsheet June (1)

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    The Emerging Dominators+ (ED+) fund by Piper Serica aims to invest in high growth small and mid-cap stocks to multiply wealth over the long term. The fund picks 12 companies with substantial market presence in industries benefiting from rising Indian consumption and GDP. Top holdings include CDSL, Dixon, AplApollo, and ApolloHospitals. The strategy focuses on companies with market caps below INR 35,000 crores demonstrating strong corporate governance under professional management.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    41 views1 page

    ED+ Factsheet June

    Uploaded by

    jags
    The Emerging Dominators+ (ED+) fund by Piper Serica aims to invest in high growth small and mid-cap stocks to multiply wealth over the long term. The fund picks 12 companies with substantial market presence in industries benefiting from rising Indian consumption and GDP. Top holdings include CDSL, Dixon, AplApollo, and ApolloHospitals. The strategy focuses on companies with market caps below INR 35,000 crores demonstrating strong corporate governance under professional management.

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    Emerging Dominators+ (ED+) by Piper Serica

    As of 31-May-2021
    Investment Objective
    To multiply wealth for a long period of time by investing in a portfolio of multi-baggers from high growth small and mid-cap stocks.

    Investment Strategy Investment Universe


    With an increase in per capita GDP there is a significant change in Our chosen universe is companies that have a market
    the consumption pattern of Indian consumers. This will create capitalization of less than INR 35,000 crores. They are all
    new industries and will give an opportunity to young companies to rapidly growing in their fast growth industry. They have
    grow fast and benefit from these new trends. We have chosen 12 demonstrated high level of corporate governance and are
    such companies that have already created a substantial market managed by transparent and successful professional
    presence and are now geared to grow rapidly. managers. The average market cap of the portfolio will be
    capped at INR 15,000 crore to ensure adequate
    Top 5 stocks representation of both small and mid-cap stocks.

    Name Sector Sector Breakup:


    CDSL Financials
    Financials 44%
    DIXON Industrials Healthcare 14%
    APLAPOLLO Materials Industrials 10%
    APOLLOHOSP Healthcare Real estate 9%
    MCX Financials Materials 9%
    Technology 7%
    Min Investment: INR 2,00,000 Consumer Staples 7%
    Fees: 2.5% of avg. AUM per year, paid monthly
    0% 10% 20% 30% 40% 50%
    SIP Option: Available after min. investment of INR 2,00,000.
    Min SIP: INR 50,000
    Market Cap Breakup Large Cap
    7%
    Strategy vs. benchmark:
    200.0%
    174.3%
    180.0% Small cap Mid Cap
    160.0% 53% 40%
    140.0%
    120.0%
    101.9%
    100.0%
    80.0%
    51.2% 47.1%
    Riskometer
    60.0%
    34.0%
    40.0%
    11.7% 13.0% 11.9% 9.5%7.5%
    20.0%
    0.0%
    3 year 1 year 6 month 3 month 1 month

    ED+ Nifty Mid-Smallcap 400

    Fund Manager: Abhay Agarwal About Piper Serica:


    Abhay started his investment career with Citibank in 1993 by managing Piper Serica is a SEBI registered Portfolio Management Service
    its investment program. In 1998 he joined Chase Capital & worked in (PMS) provider. The equity assets that we manage include a
    Hong Kong & Singapore as part of a team that invested in companies Mauritius based FPI, an Indian PMS & a Portfolio Advisory
    in Asia. As part of this team, he invested in upcoming companies like Platform. All the funds are managed under a top-down strategy
    HDFC Bank, ICICI Bank, Marico etc. & provided seed capital to based on Porter’s 5 forces model, that identifies fast-growing
    companies like Jubilant Foodworks, HDFC Securities & MTR Foods. He industry leaders that compound earnings & grow the wealth of
    uses his 25 years of extensive investment experience to manage funds investors for a long period of time. In a short period, Piper Serica’s
    in a disciplined & systematic manner in order to compound the wealth PMS is rated as one of the top PMS’s based on its performance.
    of investors for a long period of time with minimal volatility.

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