Centrum Built to Last


Key Portfolio Attributes

Inception Date: 29 Jul 2019

Number of Stocks: 29

Portfolio Manager's Name: Mr. Abul Fateh

Portfolio Manager's Qualification:

Master’s Degree in Mathematics and a Post graduate Diploma in Securities Markets from Indian Institute of Capital Markets

Portfolio Manager's Experience:

18+ years of experience.He has held different positions with leading financial institutions such as Parag Parikh Financial Services, DBS Cholamandalam Mutual Fund, Baroda BNP Paribas Mutual Fund and most recently with True Beacon Investment Advisors where he was the head of fundamental Equities.

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 Last1.80%5.20%16.70%28.20%20.10%9.70%13.60%-13.50%
BSE 500 TRI2.10%7.60%20.20%41.10%28.80%18.40%22.40%-22.20%

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
HDFC BANK LTD 11.00
RELIANCE INDUSTRIES LTD 9.00
ICICI BANK LTD 8.00
INFOSYS LTD 5.00
BHARAT ELECTRONICS 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 91
Mid Cap 4
Small Cap 0
Cash 5

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 30 Sep 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

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