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
Portfolio2.0%4.3%-2.3%0.8%29.9%26.0%--24.4%
BSE Midcap2.0%5.4%3.9%0.3%30.4%19.5%--16.2%



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 %
Chemicals 8.00
Real Estate 9.00
Financials 10.00
Information Technology Consulting & Software 11.00
Textiles, Apparel & Luxury Goods 13.00

Market Cap Allocation


Allocations %
Large Cap 17.6
Mid Cap 31.4
Small Cap 41.0
Cash 10.0


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 Oct 2022. 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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