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
Portfolio-0.50%0.90%15.00%5.70%29.40%31.40%12.20%-15.30%
BSE SMALL CAP -2.00%1.70%16.70%-1.80%26.40%28.30%8.50%-14.70%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
PG ELECTROPLAST LTD 6.00
CAMLIN FINE SCIENCES LTD 5.00
RAJRATAN GLOBAL WIRE LTD 5.00
MOLD-TEK PACKAGING LTD 5.00
GOKALDAS EXPORTS LTD 5.00
Top 5 Equity Holdings 26.00

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 0.00
Mid Cap 4.30
Small Cap 75.50
Cash 20.10


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 Dec 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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