PMS

Centrum Deep Value

Mid & Small Cap · Portfolio Management Services

Centrum Deep Value is a PMS (Portfolio Management Services) strategy, in the mid & small cap category. It is managed by Mr. Abul Fateh. It has returned -3.09% over 1 year, +6.08% over 3 years, +7.39% over 5 years, as reported by the fund manager. It manages about ₹22.52 crore. Its benchmark is S&P BSE 500 TRI. The minimum investment in any PMS is ₹50 lakh.

Returns

1 month
+1.10%Benchmark -0.09%
3 months
+8.03%Benchmark +3.86%
6 months
+9.66%Benchmark +1.43%
1 year
-3.09%Benchmark +4.72%
2 years
-7.63%Benchmark -0.11%
3 years
+6.08%Benchmark +12.08%
5 years
+7.39%Benchmark +10.90%
Since inception
+13.92%Benchmark +13.98%

Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.

Strategy facts

Fund manager: Mr. Abul Fateh
Category: Mid & Small Cap
Benchmark: S&P BSE 500 TRI
AUM: ₹22.52 Cr
Inception: 18 December 2015
Minimum investment: ₹50 lakh
Holding: %
Textiles, Apparel & Luxury Goods: 25.00
Real Estate: 17.00
Financials: 11.00
Building Products: 9.00
Chemicals: 8.00

Common questions

What are the returns of Centrum Deep Value?

Centrum Deep Value has returned +1.10% (1 month), +8.03% (3 months), +9.66% (6 months), -3.09% (1 year), -7.63% (2 years), +6.08% (3 years), +7.39% (5 years), +13.92% (Since inception). Periods over one year are annualised.

What is the minimum investment for Centrum Deep Value?

SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.

Who manages Centrum Deep Value?

The fund manager is Mr. Abul Fateh.