Expert-managed portfolios tailored to your financial goals.
The portfolio strategy focuses on large-cap companies that demonstrate strong fundamentals, sound management, stable and proven business models, consistent operating performance, and robust balance sheets. Select opportunities may also include turnaround
Head of Fund Management at Centrum with over two decades of experience in Indian equity markets, managing funds, driving... Head of Fund Management at Centrum with over two decades of experience in Indian equity markets, managing funds, driving high-quality research, and with expertise in both sell and buy side. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -0.74% | 0.45% | -1.19% |
| 3 Months | -4.5% | -3.13% | -1.37% |
| 6 Months | 2.58% | 3.24% | -0.66% |
| 1 Year | 15.44% | 17.3% | -1.86% |
| 2 Year | 9.17% | 8.3% | 0.87% |
| 3 Year | 13.27% | 17.65% | -4.38% |
| 5 Year | 9.96% | 14.77% | -4.81% |
| Since Inception | 10.4% | 14.65% | -4.25% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.73% | -0.74% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 0.61% | -1.19% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -- | -- | -- | -- | -- | 5.35% | -3.38% | -1.04% | 1.21% | 4.72% | 1.35% | -1.08% |
| Benchmark | -- | -- | -- | -- | -- | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -0.24% |
| Alpha | -- | -- | -- | -- | -- | 1.67% | -0.67% | 0.71% | -0.03% | 0.45% | 0.39% | -0.84% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.6 | 2.6 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | -- | -- | -- | -- | -- | 2.7 | 2.6 | 2.5 | 2.6 | 2.7 | 2.7 | 2.7 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
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