IA Insight Report
IA Insight REPORT

CENTRUM GOOD TO GREAT PORTFOLIO

Investment Approach Details

₹158.60

(AUM CR)
   

Centrum Broking Limited

S&P BSE 500 TRI

Equity

Equity

03/06/2019

5.0 Years

5000000

Option1 : Fixed Fee 2.25% Option 2: Fixed fee: 2.50%

Option 1: Fixed Fee; 1.50% variable fee: 25% Hurdle returns: 10% Option 2: Fixed Fee: 1.75% variable fee: 20% Hurdle Rate: 10%

1st year: 1%

   

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

Sandeep Nayak

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sandeep.nayak@centrum.co.in

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Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/05/2024

0.02

0.87