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 Great4.49%17.97%29.68%15.09%11.32%27.32%--23.24%
BSE Midcap-0.61%7.73%17.34%11.34%9.15%23.31%--15.13%

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
APL APOLLO TUBES LTD 6.37
GTPL HATHWAY LTD 4.78
GATI LTD 4.46
NEOGEN CHEMICALS LTD 4.46
VAIBHAV GLOBAL LTD 4.45
Top 5 Equity Holdings 24.52

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 27
Mid Cap 12
Small Cap 59
Cash 3

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 August 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.


Do Not Simply Invest, Make Informed Decisions