Search
Advertisement
Centrum - Deep Value IV
Centrum - Deep Value IV

Centrum - Deep Value IV

  • Centrum Broking Ltd
  • Small AND Mid Cap
  • 28
    Out of 30*
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age10 years, 6 months
-2.46%
-0.17%
Hurdle Rate**0.00%
Fixed fee2.00%
Min. Investment50 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

bt_logoTRAILING PERFORMANCE

(As on 31/05/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (17.06%)
Allocation by Market Cap
Small Cap (62.5%)
Mid Cap (17.29%)
Large Cap (3.15%)
Sector Holdings
  • Realty16%
  • Capital Goods14.49%
  • Financial Services10.6%
  • Textiles9.78%
  • Chemicals9.61%
Stock Holdings
  • Cash & Cash Equivalents17.06%
  • Jindal Stainless Limited7.05%
  • Vishnu Chemicals Limited5.93%
  • Time Technoplast Limited5.81%
  • Suzlon Energy Ltd.5.65%

bt_logoPORTFOLIO MANAGERS

Rajiv Mehra
  • Manager Rank38 Out of 40
    i
    Rank is based on 3-year return
  • Schemes Managed5
  • Total AUM128.38
  • Highest Return In 1 Yr-0.47%
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
AUM (₹ Cr)
₹10.46 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
16 Out of 27
Fixed Fee
2.00%
AUM (₹ Cr)
₹28.98 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
269 Out of 285
Fixed Fee
2.50%
AUM (₹ Cr)
₹2.43 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Large Cap
Category Rank
23 Out of 30
Fixed Fee
1.75%
AUM (₹ Cr)
₹22.46 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
57 Out of 59
Fixed Fee
2.00%
AUM (₹ Cr)
₹64.05 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
58 Out of 59
Fixed Fee
2.75%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

BT Tv

bt_logoPEER ANALYSIS

AUM (₹ Cr)
₹22.46 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
57 Out of 59
Fixed Fee
2.00%
AUM (₹ Cr)
₹306.19 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 59
Fixed Fee
2.50%
AUM (₹ Cr)
₹59.93 Cr
Hurdle Rate
15.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 59
Fixed Fee
No Option
AUM (₹ Cr)
₹128.57 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 59
Fixed Fee
2.00%
AUM (₹ Cr)
₹917.38 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 59
Fixed Fee
2.50%
AUM (₹ Cr)
₹2,179.83 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 59
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Centrum Broking Ltd
Centrum Broking Ltd manages assets worth Rs 1236.29 crores. Its current offering of PMS schemes includes 1 Small Cap, 1 Multi Cap And Flexi Cap, 1 Large Cap and 2 Small And Mid Cap schemes.

AUM (₹ cr)

1,236.29 (As on May, 2026)

Number of Schemes

5
Schemes From This AMC
AUM (₹ Cr)
₹10.46 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
16 Out of 27
Fixed Fee
2.00%
AUM (₹ Cr)
₹28.98 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
269 Out of 285
Fixed Fee
2.50%
AUM (₹ Cr)
₹2.43 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Large Cap
Category Rank
23 Out of 30
Fixed Fee
1.75%
AUM (₹ Cr)
₹22.46 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
57 Out of 59
Fixed Fee
2.00%
AUM (₹ Cr)
₹64.05 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
58 Out of 59
Fixed Fee
2.75%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQs

What is the hurdle rate of Centrum - Deep Value IV?
There is no option for Hurdle rate.
What is the fixed fee charged in Centrum - Deep Value IV ?
The fixed fee charged in Centrum - Deep Value IV is 2.00%.
What is the variable fee charged in Centrum - Deep Value IV ?
There is no option for Variable fee.
What is the profit sharing in Centrum - Deep Value IV ?
There is no option for Profit sharing.
What is the minimum investment in Centrum - Deep Value IV ?
The minimum investment in Centrum - Deep Value IV is ₹50 Lacs
What type of scheme is Centrum - Deep Value IV?
Centrum - Deep Value IV is an Equity scheme. It falls in the Small AND Mid Cap category.
What is the inception date of Centrum - Deep Value IV?
The inception date of Centrum - Deep Value IV is Dec 18, 2015.
What is the exit load of Centrum - Deep Value IV?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.