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

The Centrum Deep Value IV PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the Mid Cap investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of -4.82%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Centrum Deep Value IV PMS Strategy or Investment Approach - PMS Details

Strategy Name

Deep Value IV

Start Date

18 December 2015

Category

Mid Cap

Benchmark

S&P BSE 500

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Abul Fateh

1 Yr. Return

-4.82%

3 Yr. Return

9.23%

5 Yr. Return

26.16%

Centrum Deep Value IV Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

26

Top 5 Stocks%

30.01%

Top 5 Sectors%

72.25%

Portfolio Age

9 Yrs, 4 Months

SIP

NA

STP

NA

Average Market Cap

Rs.23419.56 Cr.

Centrum Deep Value IV PMS Strategy - Cost or Charges

Fixed Fees

2% of Fund Value (AMC)

Variable AMC

No Variable AMC

Variable Profit Sharing

No Profit Sharing

Exit Load 1st Year

2.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Centrum Deep Value IV PMS Investment Approach - Portfolio Composition

Large Cap

7.45%

Mid Cap

19.72%

Small Cap

69.05%

Cash & Equivalent

3.78%

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Centrum Deep Value IV Portfolio Strategy - Top 5 Sectors

Financial Services

17.90%

Consumer Services

11.86%

Capital Goods

11.85%

Realty

17.41%

Textiles

13.23%

Customer ratings and reviews of Centrum Deep Value IV PMS Strategy

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