A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
Centrum - Deep Value IV
Fund Summary
Category
MID CAP
AUM (₹ cr)
UNDISC.
Fixed Fee
2%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
Benchmark
S&P BSE 500 TRI
Portfolio Age
9 years, 2 months
Trailing Returns
Portfolio Manager
Abhishek Anand
Profile
Mr. Abhishek has 10 years of experience with 8 years in institutional equity research covering multiple sectors such as Telecom, Media, IT& Consumer. He has won the Starmine Top Analyst Award for 2011-12 (Rank 3rd for Information Technology sector) and 2012-13 (Rank 1st for Information Technology sector and 5th overall sector) by Thomson Reuters. Abhishek has been quoted frequently on the Telecom sector in various financial dailies and appears on business channels to give his views on the Telecom sector. His previous assignments were with institutional research division of SBI Capital Markets, Dun & Bradstreet & CMIE. He is an MBA Finance from Mumbai University & PGDTFM from ICFAI University.
Detailed Portfolio
Allocation by Market Cap
Large Cap7.77%
Mid Cap15.82%
Small Cap72.69%
Sector Holdings
Capital Goods
14.93%
Consumer Services
13.21%
Financial Services
14.08%
Realty
16.07%
Textiles
14.74%
Stock Holdings
APL Apollo Tubes Limited
5.65%
Cash & Cash Equivalents
7.67%
Ganesha Ecosphere Limited
5.88%
Gokaldas Exports Ltd
5%
Puravankara Limited
5.63%
Time Technoplast Limited
6.07%
Trent Ltd [Lakme Ltd]
7.77%
Investment Details
Min. Investment
₹5000000
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.