To create significant outperformance over the long term by investing in high quality Midcap and Small cap companies
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 12.39% | 0.80 | 18.88% | 70% |
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 Great | -2.5% | -10.3% | -11.2% | -8.8% | 6.5% | 17.6% | - | - | 18.3% |
| BSE Midcap | -2.0% | -6.9% | -4.9% | 3.4% | 10.0% | 18.3% | - | - | 13.2% |
QRC Report Card *
| 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 Good To Great | Mid & Small Cap | Mr. Abhishek Anand | 04 June 2019 | 3Y 9M | - | BSE Midcap | 18.3% | 26 | 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 | -1.62% | 2.33% | 70% | 0.71% | 1.00 | 18.88% | -0.31 | 13.16% | 0.82 | 60.00 % |
| Nifty 500 | -2.49% | 1.71% | -0.78% | 1.02 | 11.17% | 0.83 | 62.50 % | |||
| Nifty Midcap 100 | -8.17% | 4.97% | -3.20% | 0.81 | 6.76% | 0.62 | 57.50 % | |||
| Nifty Smallcap 100 | 0.06% | 12.33% | 12.39% | 0.80 | 12.01% | 1.19 | 65.00 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| APL APOLLO TUBES LTD | 6.00 |
| GO FASHION (INDIA) LTD | 5.00 |
| CAMLIN FINE SCIENCES LTD | 5.00 |
| CITY UNION BANK LTD | 5.00 |
| TRENT LTD | 5.00 |
| Top 5 Equity Holdings | 26.00 |
Sector Allocation
| Holding | % |
|---|---|
| Textiles, Apparel & Luxury Goods | 13.00 |
| Financials | 12.00 |
| Real Estate | 11.00 |
| Chemicals | 11.00 |
| Logistics | 8.00 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 23.1 |
| Mid Cap | 19.1 |
| Small Cap | 50.8 |
| Cash | 6.9 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 28 Feb 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 22.
