APMI

CENTRUM BUILT TO GROW MULTICAP PORTFOLIO

Investment Approach Details

₹8.01

(AUM CR)

PMS Provider Name

Centrum Broking Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

18/02/2020

Age

4.2 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

Fixed Fee: 2%

Variable Fees Structure

NA

Exit Load

1st year: 1%

Purpose

Build a portfolio of stocks of companies which have strong fundamentals, sound management,
proven and stable business model, consistent operating performance and strong balance sheets
to deliver consistent returns over the medium to long term or are likely to gradually reach towards
such operating conditions. These could include turnaround cases, long gestation infra oriented
companies and other such investment opportunities. The above is not an exhaustive illustration
and investment can be in other cases depending on expected return potential.
The portfolio shall target to deliver superior risk adjusted return with a bias for risk mitigation
over return maximization Ã??Ã?Â¢?? to achieve long term objective of generating higher returns while
meeting the liquidity needs.

Fund Manager Details


Sandeep Nayak
Work Exp. NA
Email ID sandeep.nayak@centrum.co.in
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

1 Month Turnover

0.05

1 Year Turnover

0.59