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 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 *




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

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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.




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