Centrum Microcap


Key Portfolio 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
Centrum Microcap16.00%9.50%25.00%48.80%29.60%28.70%28.80%-19.40%
BSE SMALL CAP 3.40%6.10%25.00%38.60%20.20%20.50%18.20%-16.20%

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
CARYSIL LTD 7.50
TIME TECHNOPLAST LTD 7.30
PURAVANKARA LTD 6.90
VOLTAMP TRANSFORMERS LTD 5.90
SULA VINEYARDS LTD 5.30

Sector Allocation


Holding %
Building Products 14.00
Chemicals 13.00
Containers & Packaging 10.00
Textiles, Apparel & Luxury Goods 9.00
Health Care 8.00

Market Cap Allocation


Allocations %
Large Cap 1
Mid Cap 5
Small Cap 85
Cash 8

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

Disclaimer

#Returns as of 30 Apr 2024. 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

Subscribe To Our Newsletter

By PMS AIF WORLD • Over 30,000 Subscribers

Stay informed with our latest updates. Subscribe to our newsletter for exclusive content, news, and valuable insights.

This will close in 0 seconds

This will close in 0 seconds