Centrum Built to Last


Key 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
Portfolio-3.0%-3.9%-7.8%13.9%24.6%---13.0%
Nifty 100-1.2%-0.5%-2.4%18.0%32.1%---17.1%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
RELIANCE INDUSTRIES LTD 8.40
HDFC BANK LTD 7.82
INFOSYS LTD 7.28
HOUSING DEVELOPMENT FINANCE CORPORATION LTD 5.97
ICICI BANK LTD 5.62
Top 5 Equity Holdings 35.08

Sector Allocation


Holding %
Metals 5.00
Pharmaceuticals 6.00
Diversified 14.00
Information Technology Consulting & Software 15.00
Financials 30.00

Market Cap Allocation


Allocations %
Large Cap 95.2
Mid Cap 0.0
Small Cap 0.0
Cash 4.8

Disclaimer

#Returns as of 30 Apr 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.

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



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