IA Insight Report
IA Insight REPORT

CENTRUM MICROCAP PORTFOLIO.

Investment Approach Details

₹14.45

(AUM CR)
   

Centrum Investment Advisers Limited

S&P BSE 500 TRI

Equity

Equity

08/07/2016

9.0 Years

5000000

NA

NA

NA

   

The strategy would follow a stock specific microcap approach and carry higher risk with a
longer investment horizon suggested.
- The portfolio would contain stocks of companies whose business is seen to be emerging over
the next few years. Fundamentals may or may not be strong enough at the time of investment
however are likely to improve over a period of time. Subject to availability, investment will
also be made in companies which have strong fundamentals, sound management and stable
business model in the microcap space.
- This is not an exhaustive illustration and the investment can be in other cases depending on
expected return potential.
- There would be a portion allocated as a tactical allocation to cash, tactical defined as
maintained to take advantage of any short term opportunities which could arise due to market
volatility or stock specific reasons. This would also help mitigate some portion of the risk
which is inherent in this category.
- In case the client wishes to exit the portfolio, given the portfolio would comprise of stocks
with low liquidity, the stocks may be transferred into the clientsâ?? depository participant
account.

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

0.07

0.28