APMI

CENTRUM HEDGED PORTFOLIO

Investment Approach Details

₹0.00

(AUM CR)

PMS Provider Name

Centrum Broking Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

19/06/2017

Age

7.5 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Variable Fees Structure

NA

Exit Load

NA

Purpose

To seek long term capital appreciation by investing predominantly in
equity/equity-related instruments of the BSE 500 companies along with an effort to protect the
portfolio in market downturns. Equity is a volatile asset class hence it is likely that the portfolios
will move in line with market direction. The objective of the strategy is to create a portfolio
which, over the longer term is likely to give good appreciation by investing a large part of corpus
in equity securities. However, the strategy shall attempt to hedge the portfolio depending upon
market context to mitigate downside risk. The Ã¢??HedgeÃ¢?? may be created using various index/stock
level derivative strategies. This strategy does not imply a creation of a perfect hedge but
endeavours to use Derivatives to mitigate downside risks to the portfolio. As hedging has a cost
as well as benefits, portfolio returns may be impacted depending upon market movement.

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 31/10/2024

1 Month Turnover

0.00

1 Year Turnover