Centrum Flexicap


Key Portfolio Attributes

Inception Date: 21 Nov 2011

Number of Stocks: 20

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

The Portfolio objective is to achieve long term wealth creation while meeting the liquidity needs by investing in:

• Large-cap stocks to provide liquidity
• Deep value, mid-cap stocks to contribute to wealth creation




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio-6.1%-2.0%-8.9%9.5%34.4%13.2%9.3%14.6%
BSE 500 -4.5%-1.1%-3.3%6.9%34.6%13.2%11.3%13.7%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
APL APOLLO TUBES LTD 8.27
BAJAJ FINANCE LTD 7.06
P I INDUSTRIES LTD 5.63
ICICI BANK LTD 5.45
JAMNA AUTO INDUSTRIES LTD 5.23
Top 5 Equity Holdings 31.65

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 34.3
Mid Cap 40.7
Small Cap 13.5
Cash 11.4


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 31 May 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 Mar 22.




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