IA Insight Report
IA Insight REPORT

CENTRUM GOOD TO GREAT PORTFOLIO.

Investment Approach Details

₹125.75

(AUM CR)
   

Centrum Investment Advisers Limited

S&P BSE 500 TRI

Equity

Equity

03/06/2019

6.1 Years

5000000

NA

NA

NA

   

To build a concentrated mid/small cap portfolio focused on creating significant value over the long
term. The portfolio seeks to invest in high quality businesses, some of which may be relatively
under researched and under owned companies.
The portfolio will largely adopt a Buy and Hold strategy. It will hold the stocks till the expected
return from the potential opportunity is not fully realized. At the same time, the objective is not to
stay invested in a stock idea through-out the life-time of the portfolio. As the market typically
delivers a non-linear return profile, the fund manager may opportunistically seek to re-allocate
money across stock ideas dynamically. The portfolio may also exit an investment with losses or
insignificant gains if there are any adverse developments as per fund managerâ??s view.

Fund Manager Details

Manish Jain

NA

compliance.cial@centrum.co.in

9833855865

NA

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Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 30/06/2025

0.04

0.61