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
Portfolio-3.40%4.80%12.80%-2.20%8.40%9.20%--10.40%
Nifty 100-3.50%4.70%14.60%3.60%13.80%14.20%--15.10%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
RELIANCE INDUSTRIES LTD 10.00
HDFC BANK LTD 8.00
ICICI BANK LTD 7.00
INFOSYS LTD 7.00
HOUSING DEVELOPMENT FINANCE CORPORATION LTD 6.00
Top 5 Equity Holdings 38.00

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 95.90
Mid Cap 1.20
Small Cap 0.00
Cash 2.80


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 31 Dec 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 Sep 22.




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