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 Microcap-1.06%5.72%9.21%44.07%29.05%29.86%26.73%-18.24%
BSE SMALL CAP 1.66%11.93%18.86%39.47%19.81%19.47%19.00%-15.92%

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
HEALTHCARE GLOBAL ENTERPRISES LTD 5.00
CARYSIL LTD 5.00
STYLAM INDUSTRIES LTD 5.00
UJJIVAN FINANCIAL SERVICES LTD 5.00
GOKALDAS EXPORTS LTD 5.00
Top 5 Equity Holdings 26.00

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 0
Small Cap 95
Cash 4

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 29 Feb 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

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