TRAILING PERFORMANCEDETAILED PORTFOLIOPORTFOLIO MANAGERS
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.
FUND SUMMARYINVESTMENT PHILOSOPHYThe 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
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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