Centrum Microcap


Key Attributes

Inception Date: 19 July 2016

Number of Stocks: 16

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 seek long term capital appreciation by investing predominantly in equity/equity-related instruments of companies that can be termed as microcaps

• In order to provide stability to the portfolio, exposure to large-cap stocks may be taken in a weightage that is seen suitable depending on the market condition




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio2.6%-2.1%4.9%35.4%69.2%34.2%18.8%-20.9%
BSE SMALL CAP 1.4%-2.1%2.2%32.0%60.5%25.1%13.2%-16.4%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
RAJRATAN GLOBAL WIRE Ltd. 13.00
V-MART RETAIL Ltd. 5.00
APOLLO PIPES Ltd. 5.00
CAMLIN FINE SCIENCES Ltd. 5.00
GATI Ltd. 5.00
Top 5 Equity Holdings 33.00

Sector Allocation


Holding %
Consumer Durables 8.00
Chemicals 9.00
Building Products 10.00
Textiles, Apparel & Luxury Goods 16.00
Auto & Auto Components 17.00

Market Cap Allocation


Allocations %
Large Cap 0.0
Mid Cap 5.7
Small Cap 84.4
Cash 9.9

Disclaimer

#Returns as of 30 Apr 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 Jul 21.



Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

imageBook a call with our PMS AIF Specialists


Related Investments

Do Not Simply Invest, Make Informed Decisions