Centrum PMS - Good to Great

EQUITY MID CAP

Strategy looks for leadership qualities and use propriety EDGE framework for stock screening. As a portfolio construction strategy, we combine ideal balance between stability and growth i.e. proven leaders with historical track record and emerging leaders/under owned opportunities

+9.66%

3Y annualised returns

+12.53%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

04 Jun '19

Total AUM

₹111.80Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity89.8%

Cash10.3%

Equity market cap split

Small Cap64.8%

Mid Cap24.2%

Large Cap4.4%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

1.00%

PMS management

AF
Abul Fateh
Head of Fundamental Equities
View details

About

Abul brings over 19 Years of experience in the asset management industry, driving high quality equity research and portfolio management. He has held different positions with leading financial institutions such as Parag Parikh Financial Services, DBS Cholamandalam Mutual Fund, Baroda BNP Paribas Mutual Fund and most recently with True Beacon Investment Advisors where he was the head of fundamental Equities. During his tenure with Baroda BNP Paribas Mutual Fund he co-managed three portfolios of different styles, India Consumption fund, Business Cycle Fund and Large & Midcap Fund. Abul holds a Master’s Degree in Mathematics and a Post graduate Diploma in Securities Markets from Indian Institute of Capital Markets.

Experience

Over 19 years of experience in the asset management industry.

Investment philosophy

Specializes in high-quality equity research and portfolio management.

Previously worked at