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-8.1%-2.8%-7.1%11.6%57.3%28.4%18.0%-21.1%
BSE 500 -4.5%-1.1%-3.3%6.9%34.6%13.2%11.3%-12.5%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
APL APOLLO TUBES LTD 9.09
VAIBHAV GLOBAL LTD 5.88
ANGEL BROKING LTD 5.15
GTPL HATHWAY LTD 4.99
QUESS CORP LTD 4.65
Top 5 Equity Holdings 29.76

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 14.1
Mid Cap 43.5
Small Cap 38.1
Cash 4.3


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 31 May 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.




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