| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -9.48% | 0.90 | 16.67% | 69.57% |
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Centrum Multibagger | 8.8% | 2.0% | -6.5% | -8.6% | 8.4% | 34.9% | 14.5% | 18.8% | 17.6% |
| BSE 500 | 4.5% | 1.8% | -1.5% | 2.8% | 10.9% | 23.9% | 10.0% | 12.6% | 12.2% |
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Centrum Multibagger | Mid & Small Cap | Mr. Abhishek Anand | 05 March 2012 | 11Y 2M | - | BSE 500 | 17.6% | 25 | 5 |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 1.18% | 19.72% | 69.57% | 20.90% | 0.47 | 16.67% | 4.43 | 10.05% | 0.72 | 53.04 % |
| Nifty 500 | 0.62% | 15.79% | 16.41% | 0.85 | 9.23% | 0.78 | 54.78 % | |||
| Nifty Midcap 100 | -6.35% | 4.98% | -1.37% | 0.88 | 8.02% | 0.76 | 55.65 % | |||
| Nifty Smallcap 100 | 1.14% | -10.62% | -9.48% | 0.90 | 10.46% | 0.88 | 58.26 % | |||
| Holding | % |
|---|---|
| APL APOLLO TUBES LTD | 7.00 |
| CAMLIN FINE SCIENCES LTD | 5.00 |
| GO FASHION (INDIA) LTD | 5.00 |
| PHOENIX MILLS LTD | 5.00 |
| CITY UNION BANK LTD | 5.00 |
| Top 5 Equity Holdings | 27.00 |
| Holding | % |
|---|---|
| Textiles, Apparel & Luxury Goods | 13.00 |
| Real Estate | 13.00 |
| Financials | 13.00 |
| Chemicals | 12.00 |
| Logistics | 8.00 |
| Allocations | % |
|---|---|
| Large Cap | 20.6 |
| Mid Cap | 19.0 |
| Small Cap | 58.0 |
| Cash | 2.4 |
Book
a call with our PMS AIF Specialists
#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 21.
