Expert-managed portfolios tailored to your financial goals.
The portfolio is designed as a concentrated mid- and small-cap strategy, focused on identifying high-quality businesses with strong long-term value creation potential. It targets under-researched and under-owned companies and primarily follows a Buy-and-H
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 | -2.65% | 0.45% | -3.1% |
| 3 Months | -8% | -3.13% | -4.87% |
| 6 Months | -10.3% | 3.24% | -13.54% |
| 1 Year | 1.24% | 17.3% | -16.06% |
| 2 Year | 0.47% | 8.3% | -7.83% |
| 3 Year | 12.29% | 17.65% | -5.36% |
| 5 Year | 9.49% | 14.77% | -5.28% |
| Since Inception | 14.14% | 16.79% | -2.65% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -5.65% | -2.65% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -2.31% | -3.1% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -- | -- | -- | -- | -- | 2.49% | -1.86% | -2.86% | -3.17% | 5.24% | -4.32% | 0.16% |
| Benchmark | -- | -- | -- | -- | -- | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -0.24% |
| Alpha | -- | -- | -- | -- | -- | -1.19% | 0.85% | -1.11% | -4.41% | 0.97% | -5.28% | 0.4% |
| 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 | 14.1 | 13.8 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | -- | -- | -- | -- | -- | 15.7 | 16.5 | 16 | 15.8 | 17.2 | 15.2 | 15.7 |
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