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

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

It falls under the MULTI CAP & FLEXI 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 2.42%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Centrum Flexi Cap PMS Strategy or Investment Approach - PMS Details

Strategy Name

Flexi Cap

Start Date

27 June 2011

Category

MULTI CAP & FLEXI CAP

Benchmark

S&P BSE 500

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Abul Fateh

1 Yr. Return

2.42%

3 Yr. Return

12.18%

5 Yr. Return

21.06%

Centrum Flexi Cap Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

23

Top 5 Stocks%

34.26%

Top 5 Sectors%

67.48%

Portfolio Age

13 Yrs, 10 Months

SIP

NA

STP

NA

Average Market Cap

Rs.167558.05 Cr.

Centrum Flexi Cap PMS Strategy - Cost or Charges

Fixed Fees

2.5% of Fund Value

Variable AMC

1.75% of Fund Value

Variable Profit Sharing

20% Profit Sharing Above 10%

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Centrum Flexi Cap PMS Investment Approach - Portfolio Composition

Large Cap

36.30%

Mid Cap

21.21%

Small Cap

34.32%

Cash & Equivalent

8.17%

Check out Business Opportunities with Similar Brands

Centrum Flexi Cap Portfolio Strategy - Top 5 Sectors

Financial Services

37.75%

Services

6.00%

Consumer Services

10.28%

Capital Goods

7.06%

Realty

6.39%

Customer ratings and reviews of Centrum Flexi Cap PMS Strategy

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