Centrum Good to Great


Key Portfolio Attributes

Inception Date: 4 Jun 2019

Number of Stocks: 20

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 outperformance over the long term by investing in high quality Midcap and Small cap companies

Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Centrum Good To Great13.70%10.30%23.10%49.60%16.40%20.70%--24.40%
BSE Midcap3.40%6.10%25.00%38.60%20.20%20.50%--18.00%

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
TRENT LTD 7.60
APL APOLLO TUBES LTD 5.60
CARYSIL LTD 5.30
BRIGADE ENTERPRISES LTD 5.00
LEMON TREE HOTELS LTD 4.80

Sector Allocation


Holding %
Textiles, Apparel & Luxury Goods 17.00
Financials 13.00
Real Estate 11.00
Chemicals 11.00
Building Products 10.00

Market Cap Allocation


Allocations %
Large Cap 23
Mid Cap 20
Small Cap 48
Cash 9

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 22.


Do Not Simply Invest, Make Informed Decisions

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