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

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

It falls under the Small & Mid Cap investment category, offering diversified exposure. As of now, the strategy has a total AUM of Rs.64.05 Cr.

Over the last 1 year, it delivered a strong return of -12.25%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500 TRI, ensuring broad market comparison.

Centrum Good To Great PMS Strategy or Investment Approach - PMS Details

Strategy Name

Good To Great

Start Date

04 June 2019

Category

Small & Mid Cap

Benchmark

S&P BSE 500 TRI

AUM (Rs.)

Rs.64.05 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Rajiv Mehra

1 Yr. Return

-12.25%

3 Yr. Return

9.11%

5 Yr. Return

8.74%

Centrum Good To Great Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

24

Top 5 Stocks%

35.79%

Top 5 Sectors%

55.16%

Portfolio Age

7 Yrs, 0 Months

SIP

NA

STP

NA

Average Market Cap

27335.95

Centrum Good To Great PMS Strategy - Cost or Charges

Fixed Fees

2.75% 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 Good To Great PMS Investment Approach - Portfolio Composition

Large Cap

3.38%

Mid Cap

13.69%

Small Cap

69.40%

Cash & Equivalent

13.53%

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Centrum Good To Great Portfolio Strategy - Top 5 Sectors

Chemicals

9.45%

Consumer Services

11.15%

Capital Goods

12.76%

Realty

11.32%

Textiles

10.48%

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