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
Portfolio4.4%11.0%17.0%18.6%42.5%34.8%15.5%-16.3%
BSE SMALL CAP 5.9%8.6%7.5%6.4%41.4%31.7%12.4%-15.4%



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 6.7
Small Cap 85.2
Cash 8.0


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WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 31 Aug 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.




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