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 Multibagger12.70%10.50%21.90%46.30%15.60%19.80%26.20%22.30%19.70%
BSE 500 3.40%6.10%25.00%38.60%20.20%20.50%18.20%16.30%15.50%

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
TRENT LTD 7.00
TIME TECHNOPLAST LTD 6.00
APL APOLLO TUBES LTD 6.00
H G INFRA ENGINEERING LTD 6.00
CARYSIL LTD 5.00

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 24
Mid Cap 20
Small Cap 48
Cash 8

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 30 Apr 2024. 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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