IA Insight Report
IA Insight REPORT

CENTRUM FLEXICAP PORTFOLIO - T

Investment Approach Details

₹55.96

(AUM CR)
   

Centrum Broking Limited

S&P BSE 500 TRI

Equity

Equity

26/10/2021

3.5 Years

5000000

Fixed Fee: 2.25% or 2.50%

Option1: Fixed Fee: 1.50% Variable Fee: 20% Hurdle returns: 8% Option 2: Fixed Fee: 1.75% Variable Fee: 20% Hurdle return: 10%

1st Year: 1%

   

The Portfolio objective is to achieve long term wealth creation while meeting the liquidity needs
o Large cap stocks to provide liquidity.
o Deep value, mid-cap and small cap stocks to contribute to wealth creation.

Fund Manager Details

Sandeep Nayak

NA

sandeep.nayak@centrum.co.in

NA

NA

No Image

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 28/02/2025

0.12

0.79