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Centrum Built To Last PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Centrum Built To Last PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the Large Cap investment category, offering diversified exposure. As of now, the strategy has a total AUM of Rs.2.43 Cr.

Over the last 1 year, it delivered a strong return of -3.17%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500 TRI, ensuring broad market comparison.

Centrum Built To Last PMS Strategy or Investment Approach - PMS Details

Strategy Name

Built To Last

Start Date

29 July 2019

Category

Large Cap

Benchmark

S&P BSE 500 TRI

AUM (Rs.)

Rs.2.43 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Rajiv Mehra

1 Yr. Return

-3.17%

3 Yr. Return

8.21%

5 Yr. Return

7.46%

Centrum Built To Last Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

27

Top 5 Stocks%

37.08%

Top 5 Sectors%

64.22%

Portfolio Age

6 Yrs, 11 Months

SIP

NA

STP

NA

Average Market Cap

496560.48

Centrum Built To Last PMS Strategy - Cost or Charges

Fixed Fees

1.75% of Fund Value

Variable AMC

No Variable AMC

Variable Profit Sharing

No Profit Sharing

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Centrum Built To Last PMS Investment Approach - Portfolio Composition

Large Cap

91.57%

Mid Cap

4.15%

Small Cap

0.00%

Cash & Equivalent

4.28%

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Centrum Built To Last Portfolio Strategy - Top 5 Sectors

Financial Services

25.08%

Automobile and Auto Components

10.65%

Information Technology

7.75%

Capital Goods

11.92%

Services

8.82%

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