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Centrum - Built To Last
Centrum - Built To Last

Centrum - Built To Last

  • Centrum Broking Ltd
  • Large Cap
  • 18
    Out of 22*
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Portfolio age7 years
2.28%
2.19%
Hurdle Rate**0.00%
Fixed fee1.75%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/07/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (3.4%)
Allocation by Market Cap
Small Cap (0%)
Mid Cap (4.1%)
Large Cap (92.5%)
Sector Holdings
  • Financials Services24.29%
  • Capital Goods11.54%
  • Automobile and Auto Components11.45%
  • Information Technology8.99%
  • Services8.21%
Stock Holdings
  • HDFC Bank Ltd9.71%
  • Reliance Industries Ltd7.63%
  • Bharat Electronics Ltd.6.87%
  • Adani Ports and Special Economic Zone Ltd6.13%
  • Mahindra & Mahindra Ltd.4.9%

PORTFOLIO MANAGERS

Rajiv Mehra
  • Manager Rank21 Out of 25
    i
    Rank is based on 3-year return
  • Schemes Managed5
  • Total AUMUndisclosed
  • Highest Return In 1 Yr5.2%
Profile

Rajiv brings over 20 years track record in the Indian Equities market, running macro & fundamental research in equities and managing equity funds on the buy side. He currently oversees the Discretionary Portfolios at Centrum Wealth. His last stint was with Sanctum Wealth as a Fund manager and prior to that he was with JM Financial. Rajiv has done his post-graduation in MBA Finance.

Other Schemes
  • table
  • Grid
Compare
Centrum - Built To Last
AUM (₹ Cr)
₹2.48 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Large Cap
Category Rank
17 Out of 30
Fixed Fee
1.75%
Scheme Return
2.28%
Benchmark Return
2.19%
Centrum - Flexi Cap
AUM (₹ Cr)
₹29.37 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
149 Out of 284
Fixed Fee
2.50%
Scheme Return
1.2%
Benchmark Return
2.19%
Centrum - Deep Value IV
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
41 Out of 62
Fixed Fee
2.00%
Scheme Return
0.22%
Benchmark Return
2.19%
Centrum - Good To Great
AUM (₹ Cr)
₹61.93 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
43 Out of 62
Fixed Fee
2.75%
Scheme Return
0.13%
Benchmark Return
2.19%
Centrum - Micro
AUM (₹ Cr)
₹11.38 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
20 Out of 28
Fixed Fee
2.00%
Scheme Return
-0.55%
Benchmark Return
2.19%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)
2.48
(As on Jul, 2026)
Inception Date
Jul 29, 2019
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee
1.75%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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INVESTMENT PHILOSOPHY

Objective

The portfolio objective is to outperform the benchmark (BSE 500 TRI) (i) Index ++ approach (ii) Reduce the risk of opportunity loss due to sector or stock rotation

Investment Approach

Build a portfolio of around 30 stocks from the universe of BSE 500 TRI index. Effectively capturing beta by mimicking heavy weight stocks in the index. Cherry picking stock from the tail (less than 1% in the index) on the basis of fundamental analysis and build overweight to generate alpha

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PEER ANALYSIS

  • table
  • Grid
Compare
Centrum - Built To Last
AUM (₹ Cr)
₹2.48 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
17 Out of 30
Fixed Fee
1.75%
Scheme Return
2.28%
Benchmark Return
2.19%
Renaissance - Opportunities Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 30
Fixed Fee
2.50%
Scheme Return
4.86%
Benchmark Return
2.36%
Alphabots India Largecap 30
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 30
Fixed Fee
2.50%
Scheme Return
4.41%
Benchmark Return
2.36%
Alphabots India 100
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 30
Fixed Fee
2.50%
Scheme Return
4.29%
Benchmark Return
2.36%
Marcellus - Consistent Compounders
AUM (₹ Cr)
₹1,666.24 Cr
Hurdle Rate
8.00% Or 12.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 30
Fixed Fee
2.00%
Scheme Return
4.02%
Benchmark Return
2.36%
Ambit Investment Advisors - Coffee Can
AUM (₹ Cr)
₹1,137.66 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 30
Fixed Fee
2.50%
Scheme Return
3.49%
Benchmark Return
2.36%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Centrum Broking Ltd
Centrum Broking Ltd manages assets worth Rs 1265.57 crores. Its current offering of PMS schemes includes 1 Large Cap, 1 Multi Cap And Flexi Cap, 2 Small And Mid Cap and 1 Small Cap schemes.

AUM (₹ cr)

1,265.57 (As on Jun, 2026)

Number of Schemes

5
Schemes From This AMC
  • table
  • Grid
Compare
Centrum - Built To Last
AUM (₹ Cr)
₹2.48 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Large Cap
Category Rank
17 Out of 30
Fixed Fee
1.75%
Scheme Return
2.28%
Benchmark Return
2.19%
Centrum - Flexi Cap
AUM (₹ Cr)
₹29.37 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
149 Out of 284
Fixed Fee
2.50%
Scheme Return
1.2%
Benchmark Return
2.19%
Centrum - Deep Value IV
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
41 Out of 62
Fixed Fee
2.00%
Scheme Return
0.22%
Benchmark Return
2.19%
Centrum - Good To Great
AUM (₹ Cr)
₹61.93 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
43 Out of 62
Fixed Fee
2.75%
Scheme Return
0.13%
Benchmark Return
2.19%
Centrum - Micro
AUM (₹ Cr)
₹11.38 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
20 Out of 28
Fixed Fee
2.00%
Scheme Return
-0.55%
Benchmark Return
2.19%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of Centrum - Built To Last?
There is no option for Hurdle rate.
What is the fixed fee charged in Centrum - Built To Last ?
The fixed fee charged in Centrum - Built To Last is 1.75%.
What is the variable fee charged in Centrum - Built To Last ?
There is no option for Variable fee.
What is the profit sharing in Centrum - Built To Last ?
There is no option for Profit sharing.
What is the minimum investment in Centrum - Built To Last ?
The minimum investment in Centrum - Built To Last is ₹50 Lacs
What type of scheme is Centrum - Built To Last?
Centrum - Built To Last is an Equity scheme. It falls in the Large Cap category.
What is the inception date of Centrum - Built To Last?
The inception date of Centrum - Built To Last is Jul 29, 2019.
What is the exit load of Centrum - Built To Last?
Exit load is 0%

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