| 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 | -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% | - |
| 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 8M | - | BSE 500 | 18.60% | 24 | 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 | 10.71% | 10.19% | 69.57% | 20.90% | 0.47 | 16.67% | 4.43 | 10.05% | 0.72 | 53.04 % |
| Nifty 500 | 8.40% | 8.01% | 16.41% | 0.85 | 9.23% | 0.78 | 54.78 % | |||
| Nifty Midcap 100 | -4.84% | 3.47% | -1.37% | 0.88 | 8.02% | 0.76 | 55.65 % | |||
| Nifty Smallcap 100 | -7.63% | -1.85% | -9.48% | 0.90 | 10.46% | 0.88 | 58.26 % | |||
| 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 |
| Holding | % |
|---|---|
| Textiles, Apparel & Luxury Goods | 17.00 |
| Financials | 14.00 |
| Chemicals | 12.00 |
| Building Products | 11.00 |
| Real Estate | 10.00 |
| Allocations | % |
|---|---|
| Large Cap | 26 |
| Mid Cap | 18 |
| Small Cap | 56 |
| Cash | 1 |
Book
a call with our PMS AIF Specialists
#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.
Stay informed with our latest updates. Subscribe to our newsletter for exclusive content, news, and valuable insights.
