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

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

It falls under the Small 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 5.95%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Centrum Micro PMS Strategy or Investment Approach - PMS Details

Strategy Name

Micro

Start Date

19 July 2016

Category

Small Cap

Benchmark

S&P BSE 500

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Abul Fateh

1 Yr. Return

5.95%

3 Yr. Return

16.57%

5 Yr. Return

33.03%

Centrum Micro Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

24

Top 5 Stocks%

30.08%

Top 5 Sectors%

71.09%

Portfolio Age

8 Yrs, 9 Months

SIP

NA

STP

NA

Average Market Cap

Rs.5915.52 Cr.

Centrum Micro 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 Micro PMS Investment Approach - Portfolio Composition

Large Cap

0.00%

Mid Cap

1.11%

Small Cap

95.78%

Cash & Equivalent

3.11%

Check out Business Opportunities with Similar Brands

Centrum Micro Portfolio Strategy - Top 5 Sectors

Healthcare

9.81%

Consumer Services

16.03%

Capital Goods

19.33%

Realty

10.43%

Textiles

15.49%

Customer ratings and reviews of Centrum Micro PMS Strategy

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