Centrum Broking Limited
S&P BSE 500 TRI
Equity
18/02/2020
5.4 Years
5000000
Option 1: Fixed fee: 2.25% Option 2: Fixed Fee: 2.50%
Option 1: Fixed Fee: 1.50% Performance fee: 25% Hurdle Rate: 10% Option 2: Fixed fee: 1.75% Performance fee: 20% Hurdle Returs:10%
1 Year: 1%
To build a concentrated mid/small cap portfolio focused on creating significant value over thelong term. The portfolio seeks to invest in high quality businesses, some of which may berelatively under researched and under owned companies.The portfolio will largely adopt a Buy and Hold strategy. It will hold the stocks till the expectedreturn from the potential opportunity is not fully realized. At the same time, the objective is notto stay invested in a stock idea through-out the life-time of the portfolio. As the market typicallydelivers a non-linear return profile, the fund manager may opportunistically seek to re-allocatemoney across stock ideas dynamically. The portfolio may also exit an investment with losses orinsignificant gains if there are any adverse developments as per fund manager�¢??s view.
Work Exp. NA
Email ID sandeep.nayak@centrum.co.in
Mobile No NA
Details NA
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