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 Last4.3%2.2%-1.2%2.5%7.9%16.5%--9.2%
Nifty 1004.2%1.7%-1.9%2.6%10.0%21.4%--13.1%

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 %
Financials 34.00
Diversified 13.00
IT Consulting & Software 13.00
Auto & Auto components 5.00
Building Products 4.00

Market Cap Allocation


Allocations %
Large Cap 96.6
Mid Cap 1.1
Small Cap 0.0
Cash 2.3

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 Apr 2023. 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