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
Centrum Multibagger-3.00%1.60%20.00%12.20%6.10%25.90%22.70%21.60%18.60%
BSE 500 -2.86%-1.42%10.89%9.63%6.74%22.01%15.34%14.72%-

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
APL APOLLO TUBES LTD 7.00
POLYCAB INDIA LTD 6.00
GOKALDAS EXPORTS LTD 6.00
UJJIVAN SMALL FINANCE BANK LTD 5.00
PHOENIX MILLS LTD 5.00
Top 5 Equity Holdings 28.00

Sector Allocation


Holding %
Textiles, Apparel & Luxury Goods 17.00
Financials 14.00
Chemicals 12.00
Building Products 11.00
Real Estate 10.00

Market Cap Allocation


Allocations %
Large Cap 26
Mid Cap 18
Small Cap 56
Cash 1

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 Oct 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.


Do Not Simply Invest, Make Informed Decisions

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