IA Insight Report
IA Insight REPORT

CENTRUM FLEXICAP PORTFOLIO - T - NRI

Investment Approach Details

₹1.46

(AUM CR)
   

Centrum Broking Limited

S&P BSE 500 TRI

Equity

Equity

05/01/2022

2.5 Years

5000000

Fixed Fee: 2.25% or 2.50%

Option 1 : Fixed Fee: 1.50% Variable fee: 20% Hurdle rate: 8% Option 2: Fixed fee: 1.75% Variable fee: 20% Hurdle rate: 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

No Image

NA

sandeep.nayak@centrum.co.in

NA

NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/05/2024

0.01

1.67