Centrum Built to Last


Key Portfolio Attributes

Inception Date: 29 Jul 2019

Number of Stocks: 29

Fund Manager Name: Abhishek Anand

Fund Manager Qualification and Accolades: MBA

Ranked No 1 in India for Centrum DPMS in Jun-15 by Asis Money Private Banking Pool,Best Analyst Award by Thomson Reuters (2011-12, 2012-13), Starmine top analyst(2011-12,2012-13)

Fund Manager Experience: 15 Years

Investment Objective

The portfolio objective is to outperform the benchmark (NIFTY 100)

Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Centrum Built To Last1.00%0.20%9.90%23.80%8.70%11.00%--11.40%
Nifty 1000.90%4.50%17.40%40.20%17.80%19.30%--20.10%

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
HDFC BANK LTD 12.00
RELIANCE INDUSTRIES LTD 8.00
ICICI BANK LTD 7.00
INFOSYS LTD 6.00
ITC LTD 4.00

Sector Allocation


Holding %
Financials 32.00
IT Consulting & Software 14.00
Diversified 12.00
Auto & Auto components 6.00
Building Products 5.00

Market Cap Allocation


Allocations %
Large Cap 94
Mid Cap 0
Small Cap 0
Cash 6

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

imageBook a call with our PMS AIF Specialists

Disclaimer

#Returns as of 31 Mar 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Sep 22.


Do Not Simply Invest, Make Informed Decisions

Subscribe To Our Newsletter

By PMS AIF WORLD • Over 30,000 Subscribers

Stay informed with our latest updates. Subscribe to our newsletter for exclusive content, news, and valuable insights.