Centrum Deep Value Multibagger


Key Portfolio Attributes

Inception Date: 5 Mar 2012

Number of Stocks: 21

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

• To create significant value over the long term by investing in deep value stocks, some of which may be relatively unknown small and mid-cap companies.

• The objective is not to necessarily stay invested in a stock idea throughout the life of the fund but to maintain a Buy & Hold strategy on individual stocks over their expected period of out performance.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio-4.50%-3.60%7.00%-13.30%18.90%26.70%12.90%18.00%18.30%
BSE 500 -3.20%4.10%15.40%3.30%16.00%16.20%10.40%12.50%12.70%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


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

Sector Allocation


Holding %
Building Products 9.00
Chemicals 10.00
Information Technology Consulting & Software 10.00
Financials 12.00
Textiles, Apparel & Luxury Goods 14.00

Market Cap Allocation


Allocations %
Large Cap 25.10
Mid Cap 21.30
Small Cap 52.90
Cash 0.70


Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

imageBook a call with our PMS AIF Specialists




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 21.




Related Investments

Do Not Simply Invest, Make Informed Decisions